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Alta Vista / Nativity Urban Revitalization Area_Public Hearing Only Copyrighted December 3, 2018 City of Dubuque Public Hearings # 3. ITEM TITLE: Alta Vista Urban Revitalization Area SUMMARY: Proof of publication on notice of public hearing to consider establishment of the Alta Vista Urban Revitalization District, and the City Manager recommending approval. SUGGESTED DISPOSITION: Suggested Disposition: Receive and File; Conduct Public Hearing ATTACHMENTS: Description Type Alta Vista Urban Revitalization Designation Public City Manager Memo Hearing-NNM Memo Staff Memo Staff Memo Alta Vista Urban Revitalization Plan Supporting Documentation Neighborhood Meeting Information Supporting Documentation Request for Urban Revitalization Designation Supporting Documentation Project Maps Supporting Documentation Long Range Planning Advisory Commission Supporting Documentation Recommendation THE CITY OF Dubuque � AIFA�erlwGh UB E '�� III► Masterpiece on the Mississippi Z°°'�w'2 7A13 2017 TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Public Hearing for Alta Vista Urban Revitalization Area DATE: November 29, 2018 Housing and Community Development Department Director Alexis Steger is recommending approval of the Alta Vista Urban Revitalization Area designation. The proposed plan will establish an Urban Revitalization District at 1225 Alta Vista and provide for a ten-year residential abatement on the value of improvements, including new construction, for the proposed affordable senior housing development. The development plan provides for the construction of a 60-unit planned affordable residential housing development for seniors. Horizon development is proposing a $11 million dollar project utilizing private financing, Federal Home Loan Bank Des Moines Affordable Housing Program, Tax Credit Equity, and Tax Abatement incentives to finance the project. The urban revitalization tax exemption will show local support for the project, which will strengthen Horizon's Tax Credit application to the lowa Finance Authority. The Long Range Planning Advisory Commission recommends the Alta Vista Urban Revitalization Area Designation, stating that it is consistent with the Comprehensive Plan. The developer estimates after improvements the assessed value for taxation will be $2,195,868. The annual property tax increase over existing is estimated to be $72,279. The abatement of$72,279 will be in effect for 10 years for an estimated total of $722,790. After the abatement period expires the property will be taxed based on the assessed value for taxation as determined by the assessor. 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 Cori Burbach, Assistant City Manager Alexis Steger, Housing and Community Development Director 2 THE CTTY OF Dubuque DUB E i'�� I � � Ift Masterpiece on the Mississippi Zoo,.Zo,2•Zo„ TO: Michael C. Van Milligen, City Manager FROM: Alexis Steger, Housing and Community Development Director DATE: November 26, 2018 RE: Public Hearing for Alta Vista Urban Revitalization Area Introduction This memorandum presents information necessary for the December 3�d, 2018 public hearing regarding the proposed Alta Vista Urban Revitalization Area designation. Background The Petition for Alta Vista Urban Revitalization Area Designation was provided to City Council on October 15t, 2018. At that meeting, the City Council adopted a resolution finding the area eligible for exemption and setting a public hearing for November 5th, 2018. To provide additional opportunity for the Long Range Planning Advisory Commission (LRPAC) to review the plan, the public hearing was rescheduled to December 3�d, 2018. The proposed plan will establish an Urban Revitalization District at 1225 Alta Vista and provide for a ten-year residential abatement on the value of improvements, including new construction, for the proposed affordable senior housing development. The development plan provides for the construction of a 60-unit planned affordable residential housing development for seniors. Horizon development is proposing a $11 million dollar project utilizing private financing, Federal Home Loan Bank Des Moines AHP, Tax Credit Equity, and Tax Abatement incentives to finance the project. The urban revitalization tax exemption will show local support for the project, which will strengthen Horizon's Tax Credit application to the lowa Finance Authority. Urban Revitalization Chapter 404 of the lowa Code (Urban Revitalization Act) authorizes cities to designate areas as urban revitalization areas. Improvements to qualified real estate within these designated areas may receive a total or partial exemption from property taxes for a specified number of years. The exemptions are intended to stimulate private investment by reducing tax increases that usually accompany property improvements. This additional private investment provides a long- term increase or stabilization in the area's tax base, enhances the visibility of revitalization areas and/or supports important city objectives such as historic preservation, economic development and affordable housing development. In order to implement the provisions of Chapter 404, the City must determine the area is eligible for exemption, prepare a revitalization plan for each designated area, and hold at least one public hearing after proper notice. The law mandates specific criteria and procedures must be followed. Discussion Chapter 404 provides for a public comment period prior to the adoption of an urban revitalization plan. Based upon these requirements, the Council set a public hearing for December 3, 2018 that provided a 30-day comment period on the proposed plan. The property owners were notified as required. Additionally, Chapter 404 requires the City Council hold a second public hearing if, within 30 days of the first hearing, a valid petition is filed requesting a second public hearing. Therefore, the City Council may approve the plan at the January 7, 2018 meeting if no requests for a second hearing are received. Under Section 15-2-3 of the City Code, one of the roles of the Long Range Planning Advisory Commission (LRPAC) is to review each new and amended urban revitalization plan and make a recommendation as to the plan's consistency with the City's Comprehensive Plan. The Commission's review is a City Code requirement; it is not required by State law. Consistency with City Council Goals & Priorities The City of Dubuque reviews applications for city support to ensure the request is consistent with the City Council Goas & Priorities. The Alta Vista Urban Revitalization Area Designation furthers City Council goals of having "Livable Neighborhoods and Housing: Great Place to Live" and "Partnership for a Better Dubuque: Building our Community that is Viable, Livable, and Equitable". This project also furthers the "Management in Progress" efforts to support Low Income Housing Tax Credits Program/Projects. Consistency with the Consolidation Plan The U.S. Department of Housing and Urban Development (HUD) requires communities who receive Community Development Block Grant (CDBG) funds to complete a five- year Consolidated Plan that identifies general areas of need in the community and how to address them, particularly in the areas of housing, economic opportunity, and community development. The City of Dubuque reviews applications for city support to ensure the request is consistent with the needs identified in the current Consolidated Plan. The Alta Vista Urban Revitalization Area meets the objectives identified in the Consolidated Plan Needs Assessment to "Provide opportunities to maintain, improve, obtain and develop affordable housing", "Increase opportunities for the elderly, disabled and persons with special needs to maintain an independent lifestyle", and "Provide for implementation of fair housing opportunities". 2 Source of Income Committee In December 2014, the City Council approved formation of a Source of Income Committee to conduct a two-year study examining the HCV program and its relationship to fair housing, with a goal of identifying ways to enhance fair housing in Dubuque (see Attachment C). In February 2017, the Source of Income Committee ultimately recommended a collective impact approach to adopt and implement a mix of educational, outreach, and financial programs to increase housing provider participation in the HCV program. These recommendations are found in the Comprehensive Plan: • Adopt and implement a mix of educational / outreach programs to increase participation in HCV program. • Adopt and implement a mix of financial incentives / policies for creation of HCV units throughout community. Based on the Source of Income Committee recommendations, the City now requires housing developers to accept HCV participants in conjunction with approval of an affordable housing development agreement related to an urban revitalization plan. Proximity to Community Services lowa's Low Income Housing Tax Credit (LIHTC) program has an extensive application process that includes consideration of a projecYs proximity to community services. Enclosed is a series of maps that show the location of the Urban Revitalization Area and the proximity to community services that the lowa Finance Authority deems essential for the quality of life. The Alta Vista Urban Revitalization Area Plan explains that this location meets the 1-mile radius requirements for services and the 1/2 -mile radius requirements for access to public transportation. Location Affordable housing projects are given a priority for city support if they are located outside an area of concentrated poverty based on the recommendations of the Voluntary Compliance Agreement and U.S. Department of Housing and Urban Development. The Alta Vista Urban Revitalization Area is in an area of concentrated poverty and therefore does not meet this objective. Consistency with Comprehensive Plan The proposed Alta Vista Urban Revitalization Plan was reviewed at the November 13, 2018 LRPAC meeting. At that meeting, the LRPAC also reviewed the proposed plan for Radford Road Urban Revitalization Plan. The LRPAC recommends the Alta Vista Urban Revitalization Area Designation, stating that it is consistent with Comprehensive's Plan recommendations for fostering the development of new and additional housing products in suitable locations throughout the City, implementing a mix of programs to increase housing provider participation in Housing Choice Voucher program, and encouraging a mix of housing affordable for all segments of Dubuque's population throughout the community as found in Chapter 3, 6 & 9 of the 3 Comprehensive Plan. The vote was 4 to 0. Attached are the comments of the LRPAC as well as a memorandum from Housing & Community Development Director, Alexis Steger and Planning Services Manager, Laura Carstens. Opportunity Areas lowa's LIHTC program calculated the "high" and "very high" opportunity areas as part of the State of lowa's Analysis of Impediments to Fair Housing Choice. IFA and lowa Economic Development Authority are required to conduct such an analysis because both agencies administer HUD funding. One of the components of the Analysis is to identify Opportunity Areas. HUD adapted the Communities of Opportunity model to calculate opportunity index scores for each census block group on six separate dimensions: Prosperity, Labor Market Engagement, Job Access, Mobility, School Proficiency, and Community Health. Each dimension analyzed for lowa's Analysis of Impediments to Fair Housing Choice includes a collection of variables describing conditions for each census tract in the State. The Alta Vista Urban Revitalization Area is in a designated opportunity area. Community Input All projects requesting city support are required to hold a community meeting, where at a minimum, residents within a 200-foot radius of the project receive an invitation. Horizon held a community meeting on April 30th, 2018. Members of the community expressed interest in the project, and the comments are attached. The Neighborhood Association was unable to attend the meeting, but submitted comment the next day and that is also provided in the attachment. Relocation The Alta Vista Urban Revitalization Area would be new construction, therefore no persons, families, business or others would be displaced for this project. Estimated Property Tax Calculations The current property value, based upon 2018 Beacon data, is $655,250 for land and $2,850,820 for dwelling for a total value of$3,506,070. This parcel is currently owned by a tax-exempt entity, so the total taxable value is $0. The developer estimates after improvements the assessed value for taxation will be $2,195,868. At the 2018 tax rate of 0.03291592, the annual property tax increase over existing is estimated to be $72,279. The abatement of$72,279 will be in effect for 10 years for an estimated total of$722,790. After the abatement period expires the property will be taxed based on the assessed value for taxation as determined by the assessor. 4 Recommendation Staff recommends the City support these efforts to promote quality, affordable housing, with attention to the needs of elderly and disabled populations. The Alta Vista Urban Revitalization Area Plan provides an opportunity for affordable senior housing in a location with proximity to key community services, and is consistent with the City of Dubuque Comprehensive Plan. Action Requested The Action Step is for the City Council to hold a public hearing on December 3�d, 2018. 5 Alta Vista Urban Revitalization Plan November 2018 1 .0 Introduction The following plan describes certain provisions of the lowa Urban Revitalization Act and proposes the establishment of the Alta Vista Urban Revitalization area. The State of lowa, under lowa Code Chapter 404, allows cities to designate areas as urban revitalization districts. Under this Act, improvements to qualified areas may receive a total or partial exemption from property taxes for a specified number of years. The exemptions are intended to stimulate private investment by the reduction of tax increases related to property improvements. Once an area is deemed to meet the requirements established in Chapter 404, a plan must be established which identifies the district boundaries, property owners, existing conditions, proposed plans and the basic abatement provisions for the revitalization area. lowa Code Chapter 404.1 lists five reasons for which a city or county may establish urban revitalization plans. These include: 1 . The existence of numerous buildings that are dilapidated or deteriorated, detrimental to the public health, safety, or welfare of the area 2. An area challenged by the presence of a substantial number of deteriorated or deteriorating structures along with additional other defective or unsafe conditions impairing the provision of housing 3. An area in which there is a predominance of buildings or improvements which by reason of age, history, architecture or significance should be preserved or restored to productive use. 4. An area which is appropriate as an economic development area as defined in section 403.17. 5. An area designated as appropriate for public improvements related to housing and residential development, or construction of housing and residential development, including single or multifamily housing. The Alta Vista Urban Revitalization Plan will be based upon the need for the encouragement of housing and residential development. 2.0 The Area 2.1 Location Exhibit A identifies the location of the Revitalization District. As indicated on the map, this area is located at 1225 Alta Vista Road or Church of the Nativity PI to the centerline of the adjoining public right-of-way. Radford Road Urban Revitalization Plan November 2018 Page 2 The boundaries of the district are restricted to the property of Church of the Nativity PI to the centerline of the adjoining public right-of-way. 2.2 Zoning The proposed area is zoned as OR Office Residential District to accommodate a multi-residential structure. 2.3 Existing and Proposed Land Use The subject property has been used as two school buildings associated with Nativity Church. The proposed land use is OR Office Residential District. 2.4 Assessed Valuations and Owners of Records The existing assessed valuation of the land in the Revitalization District is $655,250 and the building value is $2,850,820 for a total Revitalization District value of$3,506,070. 2.5 City Services This area is served by city services that would support a multi-residential structure. 3.0 Relocation No relocation should occur due to the rehabilitation of the parcels identified for expansion of this district. Should relocation occur because of rehabilitation in the proposed district, the person(s) causing a qualified tenant to be displaced shall pay all the relocation costs of the tenant as a condition for receiving a tax-exemption under lowa Code Section 404.3. "Qualified tenanY' shall mean the legal occupant of a residential dwelling unit which is located within this designated revitalization area and who has occupied the same dwelling unit continuously for one year prior to the city's adoption of this plan pursuant to lowa Code Section 404.2. 4.0 Qualification of Areas The Alta Vista Urban Revitalization District Area for purposes of this initiative is an area restricted to Church of the Nativity PI to the centerline of the adjoining public right-of-way. The housing in the area consists of single-family homes. The Revitalization District is one block from Lincoln Elementary School. Within one mile of the district there is a college, childcare center, city library, pharmacy, retail establishments, local transit, and restaurants. Radford Road Urban Revitalization Plan November 2018 Page 3 4.1 Historic Significance The Alta Vista Urban Revitalization Area has historically been used as two school buildings associated with Nativity Church. The two former school buildings have been demolished. 5.0 Revitalization Program 5.1 Tax Exemption a) Residential property, 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, will be eligible for property tax exemption. The property tax exemption will be in accordance with the Code of lowa, Chapter 404.3(4), providing for a ten-year, 100°k exemption of the actual value added by the improvements. Property assessed as commercial, other than described above, will be eligible for property tax exemption in accordance with Code of lowa, Chapter 404.3 (3), providing for a three-year, 100°k exemption of the actual value added by the improvements. This will provide an incentive for neighborhood commercial uses to expand and grow in the area. b) "Qualified real estate" means real property, otherthan land, which is located in a designated revitalization area and to which improvements have been added, during the time the area was so designated, which have increased the actual value by at least fifteen percent., or at least ten percent in the case of real property assessed as residential, or which have, in the case of land upon which is located more than one building and not assesses as residential property, increased the actual value of the buildings to which the improvements have been made by at least fifteen percent. c) Property tax exemption shall be available only for 'new construction' that is considered an in-fill development. The development of in-fill sites must be done in a manner compatible with the existing development pattern as to not negatively impact the use and enjoyment of surrounding property. "Actual value added" means the actual value added as of the first year for which the exemption was received. d) Any construction or improvements that were assessed before the area was officially designated will not be eligible for exemption. Construction begun prior to one year prior to the area becoming designated will not be eligible for exemption. All exemptions existing at the time of the repeal of the Alta Vista Urban Revitalization District shall continue until their expiration. Radford Road Urban Revitalization Plan November 2018 Page 4 e) New Construction must result in a structure meeting applicable building, plumbing, mechanical, electrical, and other code requirements of the City of Dubuque. � The actual value of the improvements must result in an increase in assessed value as stated above in (b). Each year that an application is made for tax exemption, the assessed value must have increased in that year by the required percentage. g) The area shall become a Revitalization District commencing upon the adoption of the ordinance approving this Revitalization District by the City Council. The designation of the Alta Vista Urban Revitalization Plan Area will remain in effect until the desired level of revitalization has been attained. Upon repeal of the ordinance establishing this revitalization area, all existing exemptions would continue until their previously established expiration date. 5.2 Availability of funding There are two active programs, which may provide a source of funding for residential and commercial improvements to the proposed district. These include; Community Development Block Grant Funds (CDBG), Housing Tax Increment Financing. 6.0 Application Procedure This area, upon designation, will follow the procedures for application and granting of the property tax exemption within the City of Dubuque. a) The property owner must apply for an exemption by February 15� of the assessment year for which the exemption is first claimed, but not later than the year in which all the improvements included in the project are first assessed for taxation, or the following two assessment years, in which case the exemption is allowed for the total number of years in the exemption schedule. Upon the request of the owner, the governing body of the City may provide by resolution that the owner may file an application no later than February 1 of the tenth assessment year. b) The application must contain, at a minimum, the following: a. The nature of the improvements, b. The cost of the improvements, c. The actual or estimated date of completion, and d. The tenants occupying the property as of the date of the City's resolution adopting this plan. Radford Road Urban Revitalization Plan November 2018 Page 5 c) The City reviews all applications to determine whether the improvement project conforms to the revitalization plan, is within a designated area, and if the improvements were made during the appropriate time period. If the project meets all three criteria, the City shall forward the application to the assessor by March 15�, with a statement as to which exemption applies. Applications for exemptions for succeeding years on approved projects shall not be required. d) The local assessor shall review each application by making a physical review of the property, to determine if the improvements made increased the actual value of the qualified real estate by at least fifteen percent or ten percent in the case of real property assessed as residential property. If the assessor determines that the actual value of that real estate has increased by at least the requisite percent, the assessor shall certify the property valuation, determined pursuant to the tax exemption schedule, to the County Auditor at the time of transmitting the assessment rolls. The assessor shall notify the applicant of the determination, and the assessor's decision may be appealed to the local board of review at the time specified in lowa Code. The property owner may also refile an application in a subsequent year after additional improvements have been made. e) After the tax exemption is granted, the assessor shall continue to grant the tax exemption, with periodic physical review by the assessor, for the ten- year time period specified in the tax exemption schedule. � An application for exemption received by February 1 in any year after the year in which the improvement was completed and first assessed for taxation, is a late application. Late application may be made in any year up to the tenth year following completion of the improvement. The exemption period will be the remainder of the ten-year period, which began upon completion of the improvement, except the total number of years in the exemption schedule will be allowed if a claim for exemption is filed within two years of the February 1 filing deadline. 7.0 Conclusion The proposed urban revitalization district will encourage new in-fill construction to provide needed housing units uses for the citizens of Dubuque and the surrounding area. Afterthe ten-year abatement period lapses, the full assessed value of the property will go on the tax rolls to the benefit of the entire community. EXHIBITA (Map) 1225 Alta Vista Property Map E x h i b i t A � � ; � �„y £ �� ; . . �� ° �' . , � �� '��'"g�� .`. � � C_ � , � � . R ��{ �f'�, ��u � :� ' ` � � �� r i � ' . � ' '�z ` T5. � , s � " ' � � q y � �r'�` ��r �r � t � � ,� a �Y{ � � r ��, ��,, �� s a ,,�� r �, "� . �! � � �� r� .s � % r �,:� �I �� ' r �; .. "' _ � F �' L� '�' , `'�" t` � .� ` � �- �%�� .-: . �� r ��. �"' ; , �. ,� ;�a ""''�,�� . ,� — , t--� � � "�� ;�, +��,_ �'�:�'�y,, � �ss .�^ ` �� `�� , ,� � � �� , ��y� , �� , �� , ' ,�,� � , � � �. � � , , � � _ , � - � sy �1 C�.�� i i�^ � � .�'�s ' ' ^�'�== - r e� ��' '�,��' ��'��' r--� ,�^ � � � � �� ", �'�, � �1 - � � � � � �r�� f� ��';� � -��„ ��, ,�- r� °`� T� ��'�1 � '�. '� �� '��' } � � � ` , . _ � � . oa�nu��me r w�:m�, ' a��nsa��a�n a a�, ooe a„ �, 1225 Alta Vista 4/30/2018 Church of the Nativity 4:30pm Neighborhood Meeting Presentation of proposal provided by Scott Kwiecinski, Horizon Development Group, Inc. Horizon's experience was discussed, including development, construction,and property management. We reviewed the Applewood community and recent success in opening Applewood IV. Specific proposal elements were then addressed, including site plan, unit types,common amenities, general description of funding sources and project timeline. Neighbors were then asked for any specific feedback or questions,which are summarized below. 1. Confirm that the project similar project to Applewood IV? a. Yes, the proposed project will be similar to Applewood IV 2. Who are the residents? Confirm senior housing and affordable. a. Yes, senior housing 55+,yes,affordable housing 3. 60 units? a. Yes, 60 units 4. Do they have showers? a. Yes, all units are designed as independent apartments, so all units have full bathrooms including shower. Units also have complete kitchen. 5. High toilets? a. Property will be designed to meet accessibility standards, Applewood IV has some toilets higher than typical. There are products that can help accommodate certain needs which we work with residents on. 6. For the market rate units, what are you projecting for rents? a. $950 for 1 BR b. $1275 for 2 BR 7. Do you consider market rate units available to fixed-income households? a. No, the rent restricted units are for people who make a certain %of AMI 8. What is included in rent as far as utilities? a. Heat, water,and trash are paid for by the owner b. Resident pays electricity, cable, internet 9. If you don't have a car, is rent reduced? a. Currently we have figured that underground parking is no charge to tenant. If you do not have a car or use the stall,your rent stays the same and is not reduced. 10. What about Security? a. Secured access points to building will be at main entry, underground parking,and possibly at the northeast corner of the building(closest to church) to facilitate access at that location. b. There are other egress points (emergency exits) that will be required by code,those are only to get out of the building and do not function as entries. 11. Are college students eligible to live here? a. Clarified that the proposal is for senior housing b. Cannot rent to a full-time student due to LIHTC restrictions 12. Overnight visitors? a. Yes, overnight or weekend visitors are permitted, but our management policy states that the number of visitor days cannot exceed 14 calendar days in the year 1 13. Are laundry facilities in each apartment? a. Each unit has its own washer and dryer included. 14. Is the proposed zoning just for this property or for the entire church property? a. The re-zone request is just for the area where the building will be constructed,as outlined by the proposed property boundary. 15. Which balcony type would be facing parking and which the road? a. We have not identified the balcony configuration at this point, but all units will have either a patio or balcony as a unit amenity. 16. Will the entries be from Nevada Street? a. Yes, both vehicular access points are located on Nevada 17. Will the building use the existing church parking lot? a. No. The church hoped to keep their parking separate. b. The site is designed to be self-sufficient, meaning all cars will either park underground or utilize the surface lot shown on plan,which is limited to this site specifically. 18. Increased traffic on Nevada Street is a concern a. Yes, there will be some increased traffic but based on traffic studies conducted at similar properties, we know that the average number of vehicle trips per day is less than 1 per unit. In terms of actual number of cars,we expect that about 5 total resident trips will be generated per hour which could mean 2 cars leaving the driveway and 3 cars entering the driveway. With senior trips typically being at non- rush hour times(i.e. mid-morning to mid-afternoon),and because Nevada and University is a controlled intersection,we believe the additional traffic volume on Nevada will be manageable. 19. Traffic increase would double to triple the traffic volume on the street based on the number of trips Scott sited. 20. Does the underground parking have floor drains? a. Yes, there are floor drains that will be included with the design. 21. Construction staging area in parking lot or on Nevada St.? a. We have not discussed construction staging yet with the church, but we are hoping to utilize a portion of the parking lot for this purpose. We understand the need to keep Nevada St. clear for traffic and Nevada St. resident parking. 22. Service animals/pets allowed? a. Yes, service animals are allowed with proper documentation. Pet policy needs to be established by property management. 23. Will Parish have to contribute financially to the project? a. No financial contribution expected from the church. The neighborhood meeting concluded around 5:30pm, with a few questions following the meeting. One nearby resident asked more about construction staging, and another wondered if street parking would be removed on Nevada in areas across from planned driveways, which would impact their parking. Neighbors were generally supportive of the proposed project. Separate comment from Neighbor Association via email 5-1-18: "1 spoke with a couple of folks in our neighborhood and they are supportive of the project as long as the design of the building is sympathetic to the historic fiber of the neighborhood. 1 advised them we discussed this and that your team will spend some time on the design and try to make it fit in the area. They all like Applewood and thought they were good projects for the community." 2 HORIZON May 15, 2018 Ms. Erica Haugen Community Development Specialist Housing & Community Development City of Dubuque 350 West 6'^ Street, Suite 312 Dubuque, IA 52001-4148 RE: URBAN REVITALIZATION AREA& LAND DONATION - Petition 1225 Alta Vista Street, Dubuque, IA Dear Ms. Haugen, Please acrept the following information in support of a petition to include the above referenced property in an Ur6an Revitalization Area in the City of Dubuque as well as a request for land contri6ution as additional project financial assistance. location The proposed project is located at 1225 Alta Vista Street on property currently owned by Church of the Nativity. The housing development is contemplated for a portion of the property as illustrated on the attached mncept site plan. LeRal Description The legal description for this property is listed as "CHURCH OF THE NATIVITV PL" Technically, the project will utilize only a portion of the Nativity property, as illustrated on the attached site plan. A new legal description will be established for the housing development once financing is secured and the lot is officially created. The 12-acre site is located at 1225 Alta Vista Street, Dubuque, lowa. A property map is also attached. Description of Proiect and Proposed Improvements Horizon Development Group, Inc. and Midwest Affordable Housing Corp. are proposing a 60- unit affordable senior apartment community. This is the same partnership that was successful in opening Applewood IV, also a 60-unit senior community, in October 2017. The proposed project will be modeled similarly to Applewood IV and also utilize affordable housing funding 5207 Has�Ten'ace Drive,Suite 300 • MaAison,W[57718 • (60R)354-0900 MA W FAX((03)3F4-ONflO •CONSTRUC710N FAX(60N)354-0902• MANAGBMENT PAX(608)35409W � 1hhU 8mbssry West Dvive,Suite 250• Dubuque, IA 5?UO2• (553)556-77R8 • PAX(S63)SS(-0R90 3900 South Praiiie Hil] Lane •C�een(ield.W I 53225• (#li)Fd1-3900 •FAX (414)SJ13100 f !er ie(S'k� • www.horizondbm.cum • Management www.hnraonsenlarhousingrom sources, including Federal Home Loan Bank of Des Moines as well as lowa Finance Authority tax credits. A. Number and tvpe of units proposed: The project will be new mnstruction, 3-story, multi-family housing and include approximately 28 one-bedroom units and 32 two- 6edroom units. The building will be 100% residential (i.e. no commercial/retail). The proposed mmmunity will not only include spacious one and two-bedroom units, but also mmmon area amenities for resident enjoyment, including mmmunity room with kitchen, exercise room, leasing office, and heated underground parking induded in rent. B. Tarzet population: The proposed project will indude a total of 60 units,with 54 being targeted to households qualifying at 30-60%of county median income. The remaining 6 units will be rented at market rate and have no income restrictions attached. G Affirmative marketin�plan: Please see attached Affirmative Fair Housing Marketing Plan that was created for Applewood IV explaining outreach efforts. Our intent is to create a similar plan that would be followed for the proposed project. Equitable, accessible housing will be provided for diverse populations with this project. D. Support services: The project will be required to assemble a targeting plan that is reviewed and approved by lowa Finance Authority. This targeting plan addresses the population we intend to serve (elderly) and services that are offered to help them maintain independence. For the recently completed Applewood IV project, we partnered with a nomprofit, local service provider who brings over 35 years of experience working with the elderly. We are confident that a variety of services and programming will be available to elderly residents and those with disabilities to live safely and independently at this bcation. Services are generally provided specific m resident need and paid for privately by each resident. E Propertv ManaQement: Horizon Management Services, Inc (1660 Embassy West Drive, Dubuque) will be the property management agent for the proposed housing community. Yes,there would be a part-time manager on site at the proposed location. Specific hours and days of week would be determined based on resident and property need. Units are inspected by property management staff annually, at minimum, and more frequentiy based on unit turnovers that may occur. Yes, lowa Finance Authority would inspect periodically. Usually this inspection is every 3-5 years. Additionally, the investor, lender, or other agencies may request inspections from time to time. F. CitV Council Goals and Priorities: The proposed project assists the City in meeting its 2022 goal of Livable Neighborhoods and Great Place to Live. Specifically, the site is outside areas of high poverty concentration, and outside areas of high racial and echnic concentration. For these reasons the proposal is consistent with the City's efforts to deconcentrete rece and poverty as described in the analysis of impediments to fair housing. Valuation of Property The entire property is currently exempt with 2018 value for the entire 5.48-acre property listed at 53,506,070 (land value 5655,250 and building value 52,850,820�. , Anticioated Impact of Imorovements The proposed project will utilize a op rtion of the site as valued ahove. A new for-profit ownership entity will be created forthe project that will be required to pay property taxes going forward. Although a 100% Urban Revitalization Tax Exemption is requested for 10 years, the City of Dubuque will benefit in the long term as the property will pay full taxes beginning in year 11 following property stabilization and beyond. Residents of Dubuque in need of high quality, affordable housing will be better off because of the proposed project. Many who will gain residency at the proposed apartments live on minimal income, in many cases fixed, and to provide them with a living environment of such quality, safety, and sense of mmmunity greatly enhances their quality of life. Zoninz Classification The development team has been working closely with Planning Services to re-zone this property to permit the intended use of 60 units senior housing. The site is currently zoned R-2 Two Family and an application was filed with Planning Services on April 11, 2018 to re-zone the property to OR Office Residential. Please see re-zoning staff report attached for additional information. The re-zoning request was reviewed and approved 6y the Zoning Advisory Commission on May 2, 2018, with City Council expected to review on May 21, 2018. EnRaRement The developer has met several times with the Church of the Nativity to discuss the proposal and seek approval in pursuing entitlements and required financing. Presentations were made to Parish Finan�e Committee, Parish Council, informational sessions were held with parishioners. Additionally, a neighborhood meeting was held on April 30, 2018. Proper notices were mailed to surrounding property owners as supplied by Planning Services. The result of outreach efforts, both to the property owner and neighborhood, were very supportive. Propertv Ownership The names and addresses of the owners of record of all real estate located within the proposed project area is: Church of the Nativity 1225 Alta Vista Street Dubuque, IA 52001 Acquisition of Citv Property: To mazimize competitiveness in financing applications and assist with closing the projecYs financial gap, the developer is proposing that the City of Dubuque enter into a purchase contract to acquire the su6ject property (a portion of the Nativity site)for$400,000. The developer would subsequently enter into a purchase contract with the City of Dubuque for 51.00 to document donated land to the project. No actual transfer of ownership would occur 3 until all funding is awarded, and appropriate contingencies would 6e in place in the purchase contract to document this. The transaction structure may need to also indude the Local Housing Trust Fund to maximize mmpetitiveness in the lowa Finance Authority (IFA) program, The developer will work with the City of Dubuque to adjust transaction documentation as needed upon release of IFA's qualifed allocation plan which is anticipated for Septem6er 2018. Relocation Relocation does not apply to this site,there are no displaced families as a result of the project. FundinR Sources Please see attached sources and uses of funds statement dated April 13, 2018 for this information. Please note that the funding source labeled "URTE Abatement Loan" is the capitalized benefit to the project from receiving a ten-year tax abatement. Also note there is a second financial request being made of the City of Dubuque which is a $400,000 financial incentive. This is the proposed amount that will offset land acquisition activity as discussed above. All other funding sources are underwritten pursuant to tax credit, investor, and lender criteria. Given these sources of funding, a significant funding gap remains in the project. We are currently evaluating alternative measures, induding additional funding sources, revisions to hard cost estimates, and developer mntribution to name a few. Economic Justification The requested assistance is critical to the feasibility of the project. Without the$555,000 URTE Abatement Loan and without the donated land valued at $400,000, the project would not be economically viable. Please see the attached cash flow analysis indicating 1.15 debt service coverage in year 15, which is a project underwriting requirement. We have maximized the loan amount for the project, included as much tax credit proceeds as supported by the current market, and are also requesting the maximum funding from FHLB Des Moines in an application to be filed later this month. Still, a financial gap exists. If the requested assistance is removed, then the gap would increase by 5955,000 (5555,000+ $400,000�. Since this is not a feasible op[ion, a second cash flow statement is not attached. A second reason why financial participation is being requested is to maximize project scoring in financing applications. The City of Dubuque's involvement in the capacities described above allows the project to score wmpetitively in the tax credit program. Without this benefit, the project would score Iower and be at risk of not moving forward. Eli¢ibilitv of the Proposed Desi¢nation The proposed Urban Revitalization Area ("URA"� shall indude a portion of the property located at 1225 Alta Vista Streei, Dubuque, lowa as illustrated in the attached concept site plan (the "subject parcel"�. The URA meets eligibility criteria established in Section 404.1 of the lowa Code. The following are direct responses to the five criteria in 404.1. a 1. Notapplicable 2. The proposed development is planned in the bcation of the former Nativity Education Building, which was found to be in a state of disrepair and demolished in 2017. Land is now vacant, and the Church has expended funds to remove the building. Additionally, in discussion with the Church and demolition contractor, building foundation systems were not completely removed from the site. This condition adversely impacts financial feasibility, and as a result substantially impairs the economic growth, including housing accommodations, in this area. 3. Notapplicable 4. The area is justified as an economic development area as defined in section 403.17 of the lowa Code This section of the code indicates that "Economic development areo means an area of a municipality designated by the local governing body as appropriate for commercial and industrial enterprises, public improvements related to hwsing and residential development, or construction of housing and residential development for low and moderate-income families, induding single or multifamily housing." The proposed URA would support development of 60 units of multifamily housing for low to moderate income families pursuant to the affordable housingtax credit program administered by lowa Finance Authority. There is a demonstrated need for this housing based on market data collected from the recent completion of Applewood IV. The Applewood campus (199 total units),just over 2 miles away, mntinues to operate at strong occupancy levels and has continued interest from seniors in the community. 5. This item is the most applicable justification for the URA. The area is appropriate for wnstruction of housing and residential development. The proposal for the subject parcel indudes 60 units of multifamily senior housing. Summary Statement It is appropriate to consider 1225 Alta Vista Street as part of the City of Dubuque's Urban Revitalization Program as well as the financial incentive to acquire property. The current property is underutilized and would assist in advancing the City's 20221ivable neigh6orhoods goal and demncentrate race and poverty as described in the analysis of impediments to fair housing. Given the nature of affordable housing projects, the dynamic construRion cost and tax credit market, and sources of funds already maximized,the requested assistance is justified. Horizon remains committed to providing Dubuque area cltizens with high quality, safe, affordable living options and appreciate the City's consideration of this request. s If there are any questions on the above information or additional explanations are needed, please feel free to call me at 608-354-0820 or email s.kwiecinski@horizondbm.com. Thank you very much. Sincerely, HORIZO DEVELO`MENT OUP, INC. U Scott 1. Kwiecinski Development Manager Attached Supporting Information: 1. Property Map 2. Concept Site Plan 3. Sources and Uses of Funds 4. Cash Flow Statement 5. Affirmative Fair Housing Marketing Plan 6. Planning Services staff report on zoning 6 �26Eua v�a R�atY �P � � , C" ; ��' � � �s�`� � �� ` � � � �,. �.'' " � �" � � � �C" r� . � '�� :� �e�! � ` � � r �" � .`€'�' ' •� � b ,� � � , � , ,., ' C� '� �, � . '' �� : `�� ; . "` '�}�� :,, .,� � . r �+ ,,�',, ,�� ,,v- ' � � � �`� ��' �, �, _ � F ,r, , t,r ' �, .F � ` � �� ' �- 4 ��s. 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(I .2 ACRES) � � _ � 6- � . \ .F � � � " �' � .. � •�, A . � �` � � � : - , - �2 \ . _ � � - � \ _ � �. � � a � � 9� � - - � � \ � � ,� ti \ \\ i I .� � ' # � . .� \ \� � � \ � � � � � � ` . � �y ' + � � � ' Alta Vista Street ' � "- • � � � � - � Dubuque, lowa � � � % �' '� ' _ _ � I � , ` SHEET TITLE � � � � - ' i � � ;% � T � Site Plan � � , � } ' � �y � _ � N� / i� ^� a r � � � N c� P �/ �, . �� Y - �I �° —�mll • S � G F . - `''-I � '�� ' � ' " � 7��/ � � � �� . ■ �1 r �� SHEET NUMBER � - � . ' T r � *� GRAPHIC SCALE � . . ..� - _ � � �� ` . �� . � � S ITE PLAN � '� 60 90 — I I . L � r 3• ` • � � � . C-�.� I" = 30'-0" I INCH=30 FT (24X36 SHEEI) � � . � � � � PROJECT NO. OOOO . ^. + � , � � ' � �L _.� � � '-� � � _ _ � — �' �Knothe & Bruce Architects, LLC 1225 Alta VisTa - Sources and Uses Sources and Uses Statement April 13, 2018 60-unit Affordable Independent Senior Sources of Funds Permanent Mortgage (5.75%, 30 yr, 15-yrterm) $ 1,637,000 14.8% Federal Home Loan Bank AHP Funds $ 750,000 6.8% URTE - Abatement Loan (5.50%, 10 yr, 10-yrterm) $ 555,000 5.0% City of Dubuque Incentive $ 400,000 3.6% Financial GAP $ 592,510 5.4% Tax Credit Equity @ $ 0.87 $ 7,133,387 64.5% $ 11,067,897 100.0% Uses of Funds PropertyAcquisitionCosts 5 400,000 3.6% Hard Construction Costs $ 8,308,943 75.1% Soft Costs $ 1,948,008 ll.6% Pinancing and Reserves 5 410,946 3J% $ 11,067,897 100.0% � gP __ __ g __ '_ 8m � � ry � � $ __ _ _ � �� _ _ __ m �r M . � SmN _ � - - N � 5 : --� � � Ro __ � � 8e NN d8 � „ _ s m � N , N $ rSema� � s $ ^ N , ^ S � __ s _� a8m � m8 « e �g _ _ „ nS � m ' < '-F _ � mE � " - mo a _ f � - _ � � i � yg . voe3 0 ` � `= _ o _ ' t5o ki 99a ot � E awa u' � i aa ¢ . 99zea . o Note to al)applicants/respondents:This form was developed with Nuance,the official HUD software for the creation of HUD farms. HUD has made available instructions for downloading a free installation of a Nuance reader that allows the user to fill-in and save this form in Nuance.Please see http://portal.hud.gov/hudportal/documents/huddoc?id=nuancereaderinstall.pdf for the instructions.Using Nuance software is the only means of completing this form, Affirmative Fair Housing U.S.Department of Housing OMB Approval No.2529-0013 Marketin Plan AFHMP and Urban Development (exp.12/31/2016) g � � ' Office of Fair Housing and Equal Opportunity Multifamily Housing 1a,Project Name�Address(including City,County,State&Zip Code) 1b.Project Contract Number 1c, No.of Units 16-01 � 60 pplewood IV Senior Apartments 3275�Pennsylvania Avenue 1d.Census Tract Dubuque lowa 52001 12.01 1e. ousing/Expanded Housing Market Area Housing Market Area:City of Dubuque Expanded Housing Market Area: Dubuque County 1f.Managing Agent Name,Address(including City,County,State 8�Zip Code),Telephone Number 8�Email Address Horizon Management Services;5201 E Terrace#300 Madison W) 53718;608-354-0900;563-556-1188; b.hildebrandt@horizondbm.com 1g.App(icationlOwnerlDeveloper Name,Address (including City,County,State�Zip Code),Telephone Number&Email Address Applewoad IV, LLC;5201 E Terrace#300 Madison Wl 5718;608-354-0900; b.hildebrandt@horizondbm.com 1 h.Entity Responsible for Marketing(check all that apply) �Owner ✓�Agent �Other(specify) Position, Name(if known},Address(including City,County,State 8�Zip Code),Telephone Number&Email Address Cathy Koerperich, Leasing 8�Compliance Mgr-lowa Region; Harizon Management Services; 1660 Embassy West#250 Dubuque, IA 52001 563-258-4911;c.koerperich@horizondbm.com 1i.To whom should approval and other correspondence concerning this AFHMP 6e sent?Indicate Name,Address(including City, State 8�Zip Code),Telephone Num6er�E-Mail Address. Cathy Koerperich, Leasing 8�Compliance Mgr-(owa Region; Horizon Management Services; 1660 Embassy West#250 Dubuque IA 52001 563-258-4911;c.koerperich@horizondbm.com 2a.Affirmative Fair Housing Marketing Plan Plan Type Initial Plan � Date of the First Approved AFHMP: � -� Reason(s)for current update: 2b.HUD-Approved Occupancy of the Project(check al)that apply} ❑✓ Elderly �Family �Mixed(Elderly/Disabled) �Disabled 2c.Date of Initial Occupancy 2d. Advertising Start Date Advertising must begin at least 90 days prior to initial or renewed occupancy for new construction and substantial rehabilitation projects. Date advertising began or will begin 06/01/2017�� For existing projects,se(ect 6elow the reason advertising will be used: To fifl existing unit vacancies❑✓ To place applicants an a waiting list ❑✓ (which currently has 52 individuals} To reopen a closed waiting list � (which currently has �individuals} Previous editions are obsolete Page 1 of 8 Form HUD-935.2A(12/2011} 3a. Demographics of Project and Housing Market Area Complete and submit Worksheet 1. 3b.Targeted Marketing Activity Based on your completed Worksheet 1,indicate which demographic group(s)in the housing market area is/are leasf like(y to apply for the housing without special outreach efforts.(check all that apply) �White �American Indian orAlaska Native ✓QAsian ✓Q Black or African American �Native Hawaiian or Other Pacific lslander Q✓ Hispanic or Latino Q✓ Persons with Disabilities ❑Families with Children �Other ethnic group,religion,etc.(specify) 4a. Residency Preference (s the owner requesting a residency preference?!f yes,complete questions 1 through 5. No � (f no,proceed to Block 4b. (1) Type PleaseSelectType (2) Is the residency preference area: � The same as the AFHMP housing/expanded housing market area as identified in Block 1 e? Please Select Yes or No� The same as the residency preference area of the local PHA in whose jurisdiction the project is located? Please Select Yes or No� (3) What is the geographic area for the residency preference? n/a � ' (4) What is the reason for having a residency preference? n/a f i � (5) How do you plan to pe�odically evaluate your residency preference to ensure that it is in accordance with the non-discrimination and equal opportunity requirements in 24 CFR 5.105(a)? ; n/a � � � Complete and submit Woticsheet 2 when requesting a residency preference (see also 24 CFR 5.655(c)(1))for residency preference requirements. The requirements in 24 CFR 5.655(c)(1) will be used by HUD as guidelines for evaluating residency preferences consistent with the applicable HUD program requirements.See also HUD Occupancy Handbook(4350.3)Chapter 4,Section 4.6 for additional guidance on preferences. 4b.Proposed Marketing Activities:Community Contacts 4c.Proposed Marketing Activities:Methods of Advertising Complete and submit Worksheet 3 to describe your use of community Complete and submit Worksheet 4 to describe your contacts to market the project to those least like(y to apply. proposed methods of advertising that wil!be used to market to those least likely to apply.Attach copies of advertisements, radio and television scripts,Intemet advertisements,websites,and brochures,etc. Previous editions are obsolete Page 2 of 8 Form HUD-935.2A(12/2011) 5a.Fair Housing Poster The Fair Housing Poster must be prominently displayed in all offices in which sale or rental activity takes place(24 CFR 200.620(e)). Check below all locations where the Poster wil(be displayed. ✓Q Renta!Office �Rea(Estate Office �Model Unit ✓�Other(specify) Regional O�ce 5b.Affirmative Fair Housing Marketing Plan The AFHMP must be available for public inspection at the sales or renta!office(24 CFR 200.625).Check below alf locations where the AFHMP will be made available. Regional Office Q Rentai Office �Real Estate Office �Model Unit Q Other(specify) 5c.Project Site Sign Project Site Signs,if any,must display in a conspicuous position the HUD approved Equal Housing Opportunity logo,slogan,or statement (24 CFR 200.620(t�).Check below all locations where the Project Site Sign will be displayed.Please submit photos of Project signs. �Rental Office �Real Estate Office �Model Unit �J Entrance to Project �Other(specify) The size of the Project Site Sign will be 30 _ � x 60 � The Equal Housing Opportunity fogo or slogan or statement will be �� x �� .._.._..._..,,._......._......�........_.........._......._�___...,...._....._._....._.....:.._._............_........___..__._._.......___......_......._........_....._........_....:......._.__..............._._....__......_._..............._.._..:._.._...._._._..........._...._.._._..__._..._..._.._._..._.....�....._._..�:.....__._.............�..............._._...._._..........._._........_.._.._....._._...__........._. 6. Evaluation of Marketing Activities Explain the evaluation process you will use to determine whether your marketing activities have been successful in attracting individuals least likely to apply,how often you will make this determination,and how you will make decisions about future marketing based on the evaluation process, Applewood III continues to maintain a very strong waiting list with approximatefy 50 applicants. The majority of appiicants have applied as a result of word-of-mouth and community interest in the reputation of Applewood Aparttments. Marketing focuses on maintaining name recognition in the community and securing a strong waiting list. Marketing wifl be enhanced as waiting list decreases or if vacancies occur. I � � i E i � i i Previous editions are obsolete Page 3 of 8 Form HUD-935.2A(12I2011) � � 7a.Marketing Staff What staff positions are/will be responsible for affirmative rr�arketing? Leasing Manager-lowa Region;On-Site Resident Manager(s) .� �.�..._ . 7b.Staff Training and Assessment:AFHMP � (1}Has staff been trained on the AFHMP? es (2}Has staff been instructed in writing and orally on non-discrimination and fair housing policies as required by 24 CFR 200.620(c)? Yes � (3)If yes, who provides instruction on the AFHMP and Fair Housing Act, and how frequently? lowa Finance Authority-Annual Training ;Dubuque IA Rental Property Fair Housing Training-Annually Grace Hill Fair Housing Training-Annually Horizon Management Services-Company-Wide Training next session 11/16 (4)Do you periodically assess staff skills on the use of the AFHMP and the application of the Fair Housing Act? es (5)If yes,how and how often? Grace Hill Testing;Secret Shoppers 7c.Tenant Selection Training/Staff (1} Has staff been trained on tenant selection in accordance with the project's occupancy policy, including any residency preferences? es (2} What staff positions are/will be responsible for tenant selection? On-Site Resident Manager(s) Leasing Manger-lowa Region 7d.Staff InstructionlTraining: Describe AFHM/Fair Housing Act staff training,already provided or to be provided,to whom it was/will be provided,content of training, and the dates of past and anticipated training.Please include copies of any AFHM/Fair Housing staff training materials. 11 Staff: -GraceHill online Fair Housing Training,annually or as instructed. -Horizon annual Fair Housing Training. Next date-Fal!2Q17. '; Leasing/Compfiance Mgr-lowa Region � -All of Above -Fair Housing Training with Dubuque Police and Landlord Rentall Assoc; heid annuafly in Spring. I -Fair Housing and AFHMP Training a 1FA Conference Sept 2Q17. � � i . I � i I I I I � i i i k � � I 4 t{ € � Previous editions are obsolete Page 4 of 8 Form HUD-935.2A(12/2Q11) € � � I � � . � ._. . ....._. _,. .. _. ... .._.v ....... .. .,- ,..._... :,.Y-„-.,M _,.._ ,.,.-_..._..,-...-..,>�.sc>-_,> - ..r�a_ - .-ws:- 1: �-^ rw ^-t.. - =,.^ -�5?„ 'n ""h.y"'2'p;'�SF.:'^� f� r-.. .,i�:;.�, T^x.-v.�'v.r��5:s. �y.�7-.a-.-�-,ry � . ..,c_ !.>�..._;�6<...J<��'��c..��'w'"'a.Ns� �r+^r�^� '-'�' �;=";3:-s^., nv'.�.nt.�:'��,,.�'S..o�?Lru�..�:F�"a+�w�"'is�s.wua� s.c ��_:..'� •a .�� : . , ._., �.. tr. ��:<r . ._.. -.. ,. . ��...... ,�-�,....... . , �`_ .a4��Ls..ez�'ss;a2avaw:s�s'v:w>"S'i"�aSSw�'r.aSe`^..'�...+L�Y.x.fc', z ,.-,».,�� ' 8.Additional Considerations Is there anything else you wou(d like to te11 us about your AFHMP to he(p ensure that your program is marketed to those least like(y to apply for housing in your project? Please at;ach additional sheets, as needed. I�I i I 9.Review and Updafe � , By signing this form, the applicant/respondent agrees to implement iEs AFHMP,and to review and update its AFHMP �i in accordance with the instructions to item 9 of this form in order to ensure coniinued compliance with HUD's Aifirmative Fair I Housing Marketing Regu(aEians (see 24 CFR Part 200,Subpart h1).I hereby certify that all the information s�ated fierein, � as weli as any information provided in the accompaniment herewith, is true and accurate. Warning: HUD �vill prosecute � false claims and statements. Conviction may result in criminal and/or civil penafties.(See 18 U.S.C.1001, 1010,'1012; i 31 U.S.C.3729,3802). i � Signature of.p�erson submitting this Pian & Date of Submission (mmlddiyyyy) � ��' r.. � - �' � -, ,'� % ,.�:�. , . � ... �, � 4L+' `1 � �. E �-i ' .`.:'C',�.4'{,!f:P�u� _.l �•.:�� j. _.X'�;� l� � ; � Name type or print}� ' � Cathy Koerperich � Titie & Name of Company E � l.easing and Compliance Manager-lowa Region;Horizon Vlanagement Services S I 4 For HllD-��ce of Housing Use Oniy For HUD-Office of Fair Housing and Equal Opportunity Use Oniy Reviewing O�icial: i ` � Approval � Disapproval ; F ` _. ... � � � ; � ; Signature 8��ate(mmldd/yyyy) Signature&Da:e(mm/dd/yyyy) �' i � Name Name (type {type or or print) print) � I ` � Title Title � � E G i i � i i i Previous editions are obsolete Page 5 of 8 Form HUD-935.2A('12/2011) i i i i i I I � i i t I Public reporting burden for this coliection of information is estimated to average six(6)hours per initial response,and four(4)hours for updated plans,including the time for reviewing instructions,searching existing data sources,gathering and maintaining the data needed,and completing and reviewing the collection of information.This agency may not collect this information,and you are not required to complete this form,unless it displays a currently valid Office of Management and Budget(OMB)control number. Purpose of Form:All applicants for participation in FHA subsidized and unsubsidized multifamiiy housing programs with five or more units(see 24 CFR 200.615)must complete this Affirmative Fair Housing Marketing Plan(AFHMP)form as specified in 24 CFR 200.625,and in accordance with the requirements in 24 CFR 200.620.The purpose of this AFHMP is to help applicants offer equal housing opportunities regard(ess of race,color,national origin, religion,sex,familial status,or disability.The AFHMP helps owners/agents(respondents)effectively market the availability of housing opportunities to individuals of both minority and non-minority groups that are least likely to apply for occupancy.Affirmative fair housing marketing and pfanning should be part of afl new construction,substantial rehabilitation,and existing project marketing and advertising activities. An AFHM program,as specified in this Plan,shal(be in effect for each mu{tifami(y project throughout the life of the morfgage(24 CFR 200.620(a)).The AFHMP,once approved by HUD,must be made available for public inspection at the sales or rental offices of the respondent(24 CFR 200,625)and may not be revised without HUD approval.This form contains no questions of a confidential nature. Applicability:The form and worksheets must be compfeted and submitted by all FHA subsidized and unsubsidized multifamily housing program applicants. INSTRUCTIONS: Send completed form and worksheets to your(ocal HIJD Office,Attention:Director,Office of Housing Part 1:ApplicantlRespondent and Project Identification.Blocks 1 a, 1 b,1 c, 1 g, 1 h,and 1 i are self- Part 2:Type of AFHMP � explanatory. ` Block 2a-Respondents should indicate the status of the ` Block 1d-Respondents may obtain the Census tract AFHMP,i.e., initiai or updated,as well as the date of the � number from the U.S.Census Bureau first approved AFHMP. Respondents should also provide � (http://factfinder2.census.qov/main.html)when the reason (s)for the current update,whether the update is compfeting Worksheet One. based on the five-year review or due to significant changes in project or local demographics (See instructions for Parf Block 1 e-Respondents should identify both the housing g�. market area and the expanded housing market area for their multifamily housing projects.Use abbreviations if Block 2b-Respondents should identify all groups HUD has necessary.A housing market area is the area from approved for occupancy in the subject project, in which a multifamily housing project owner/agent may accordance with the contract,grant,etc. reasonably expect to draw a substantia!number of its tenants.This could be a county or Metropolitan Division. Block 2c-Respondents shou(d specify the date the project The U.S.Census Bureau provides a range of levels to was/will be first occupied. draw from. Block 2d-For new construction and substantia( An expanded housing market area is a larger rehabiiitation projects,advertising must begin at least 90 geographic area,such as a Metropolitan Division or a days prior to initia)occupancy. In the case of existing Metropolitan Statistical Area,which may provide projects,respondents should indicate whether the additional demographic diversity in terms of race,color, advertising will be used to fill existing vacancies,to place national origin, religion,sex,familial status,or disability. individuals on the projecYs waiting list,or to re-open a closed waiting list. Please indicate how many people are Block 1f-The appiicant should complete this block only if on the waiting list when advertising begins. a Managing Agent(the agent cannot be the applicant)is implementing the AFHMP. Previous editions are obsolete Page 6 of 8 Form HUD 935.2A(12/2011) Part 3 Demographics and Marketing Area, Respondents should use Worksheet 2 to show how the "Least likely to app(y"means that there is an identifiable presence of a specific demographic percentage of the eligible population living or working in the group in the housing market area,but members of residency preference area compares to that of residents of the project, that group are not likely to apply for the housing project applicant data,census tract,housing market area,and without targeted outreach,including marketing expanded housing market area.The percentages would be the same as materials in other languages for limited English shown on compieted Worksheet 1. proficient individuals,and alternative formats for persons with disabilities. Reasons for not applying Block 4b-Using Worksheet 3,respondents should describe may include,but are not limited to,insufficient their use of community contacts to help market the project to those information about housing opportunities,language least likely to apply.This table shou(d include the name of a barriers,or transportation impediments. contact person,his/her address,telephone number,previous experience working with the target population(s),the Block 3a-Using Worksheet 1,the respondent approximate date contact was/will be initiated,and the specific should indicate the demographic composition of the role the community contact will pfay in assisting with affirmative project's residents,current project applicant data, fair housing marketing or outreach. census tract,housing market area,and expanded housing market area.The applicable housing market area Block 4c- Using Worksheet 4, respondents should describe and expanded housing market area should be indicated their proposed method(s) of advertising to market to those in Block 1e.Compare groups within rows/across columns on least likely to apply. This table should identify each media Worksheet 1 to identify any under-represented group(s) option,the reason for choosing this media,and the language relative to the surrounding housing market area and expanded of the advertisement. Alternative format(s)that will be used to reach housing market area,i.e.,those group(s)"least likely to apply" persons with disabilities, and logo(s)that will appear on the for the housing without targeted outreach and marketing. If there various materials(as well as their size)should be described. is a particular group or subgroup with members of a protected Please attach a copy of the advertising or marketing material. class that has an identiflable presence in the housing market area, but is not included in Worksheet 1,please specify under"Other." Part 5—Availability of the Fair Housing Poster,AFHMP, and Project Site Sign. Respondents should use the most current demographic data from the U.S.Census or another officia(source such Block 5a-The Fair Housing Poster must be prominently as a local government planning office. Please indicate the displayed in all offices in which sale or rental activity takes source of your data in Part 8 of this form, p(ace(24 CFR 200.620(e)).Respondents should indicate a(I locations where the Fair Housing Poster will be displayed. Block 3b-Using the information from the completed Block 5b-The AFHMP must be available for public inspection Worksheet 1, respondents should identify the at the sales or rental office (24 CFR 200.625). Check all of the demographic group(s)(east likely to apply for the housing without special outreach efforts by checking locations where the AFHMP wi(I be avai(able. al)that apply, Block 5c-The Project Site Sign must display in a conspicuous Part 4-Marketing Program and Residency Preference(if position the HUD-approved Equal Housing Opportunity logo, slogan,or statement(24 CFR 200.620(�).Respondents shoufd any). indicate where the Project Site Sign will be displayed,as well Block 4a-A residency preference is a preference for as the size of the Sign and the size of the fogo,slogan,or admission of persons who reside or work in a specified statement. Please submit photographs of project site geographic area(see 24 CFR 5.655(c)(1)(ii)). Respondents signs. should indicate whether a residency preference is being utilized,and if so, respondents should specify if it is new, revised,or continuing.If a respondent wishes to utilize a residency preference,it must state the preference area(and provide a map delineating the precise area)and state the reason for having such a preference.The respondent must ensure that the preference is in accordance with the non- discrimination and equaf opportuniry requirements in 24 CFR 5.105(a)(see 24 CFR 5.655(c)(1)). Previous editions are obsolete Page 7 of 8 Form HUD-935.2A(12/2011) Part 9-Review and Update. Part 6-Evaluation of Marketing Activities. By signing the respondent assumes responsibility for Respondents should explain the evaluation process to be used implernenting the AFHMP. Respondents must review their to determine if they have been successful in attracting those AFHMP every five years or when the(ocal Community individuals identified as least likely to app(y. Respondents Development jurisdiction's Consolidated Plan is updated,or should also explain how they will make decisions about future when there are significant changes in the demographics of the marketing activities based on the evaluations. project or the local housing market area.When reviewing the plan, the respondent should consider the current demographics of the Part 7-Marketing Staff and Training. housing market area to determine if there have been demographic Block 7a-Respondents should identify staff positions that changes in the population in terms of race,color, nationaf are/will be responsible for affirmative marketing. origin, religion,sex,famifial status,or disability.The respondent will then determine if the population least to likely to apply for the housing Block 7b-Respondents should indicate whether staff has been � is still the population identified in the AFHMP,whether the advertising trained on the AFHMP and Fair Housing Act. and publicity cited in the current AFHMP are stil!appropriate,or Please indicate who provides the training and how frequently. whether advertising sources should be modified or expanded. Even if In addition,respondents shou{d specify whether they periodically the demographics of the housing market area have not assess staff mernbers'skills in using the AFHMP and in app(ying changed,the respondent shoufd determine if the outreach the Fair Housing Act.They should state how often currently being performed is reaching those it is intended to they assess employee skills and how they conduct the reach as measured by project occupancy and applicant data.lf assessment. not,the AFHMP should be updated.The revised AFHMP must be submitted to HUD for approval.HUD may review whether the ; Block 7c-Respondents should indicate whether staff has been affirmative marketing is actualfy being performed in trained on tenant selection in accordance with the projecYs accordance with the AFHMP. If based on their review, ' occupancy policy, including residency preferences(if any). respondents determine the AFHMP does not need to be � Respondents shou(d also identify those staff positions that revised,they should maintain a file documenting what was ` are/will be responsible for tenant selection. reviewed,what was found as a result of the review, and why i ! no changes were required. HUD may review this � Block 7d-Respondents shoufd include copies of any written documentation. � materials related to staff training,and identify the dates of past � and anticipated training. Notification of Intent to Begin Marketing. � No later than 90 days prior to the initiation of renta( ` Part 8-Additional Considerations. marketing activities,the respondent must submit notification i of intent to begin marketing.The notification is required by the Respondents should describe their efforts not previously AFHMP Compliance Regulations(24 CFR 108.15).The mentioned that were/are planned to attract those individuals Notification is submitted to the Office of Housing m the HUD Office € least likely to app(y for the subject housing. servicing the locality in which the proposed housing will be located. Upon receipt of the Notification of Intent to Begin Marketing from the app{icant,the monitoring office wili review any previously � approved p(an and may schedule a pre-occupancy conference. Such conference will be held prior to initiation of sales/renta{ marketing activities. At this conference, the previously approved AFHMP wil)be reviewed with the applicant to determine if the plan,and/or its proposed implementation, requires modification prior to initiation of marketing in order to achieve the objectives of the AFHM regulation and the plan. OMB approval of the AFHMP includes approval of this . notification procedure as part of the AFHMP.The burden hours for such notification are included in the total designated for this AFHMP form. � Previous editions are obsolete Page 8 of8 Form HUD-935.2A(12/2011} Worksheet 1:Determining Demographic Groups Least Likely to Apply for Housing Opportunities (See AFHMP,Block 3b) In the respective columns below,indicate the percentage of demographic groups among the project's residents,current project applicant data,census tract, housing market area,and expanded housing market area (See instructions to Block 1e).If you are a new construction or substantiai rehabilitation project and do not have residents or project applicant data,only report information for census tract,housing market area,and expanded market area.The purpose of this information is to identify any under-representation of certain demographic groups in terms of race,color,national origin,religion,sex,familial status,or disability. If there is significant under-representation of any demographic group among project residents or current applicants in relation to the housing/expanded housing market area,then targeted outreach and marketing should be directed towards these individuals least likely to apply.Please indicate under-represented groups in Block 3b of the AFHMP.Please attach maps showing both the housing market area and the expanded housing market area. Demographic Project's Project's Census Tract Housing Marke#Area Expanded Characteristics Residents Applicant Data HousingMarket Area %White 100% 1�0% 96.0% 91.9% 97.2% %Black or African American � � 0 1.�% 2.2% 1.6% %Hispanic or Latino '-- � � 1.4% 2,2% 2.1% °/o Asian Q 0 0.6% 1.5% 1.4% %American Indian or - i Alaskan Native � 0 0 .0% Q.1% 0.1% �' � °lo Native Hawaiian or Pacific ls(ander � 0 0 0.3% 0.2% ; o.o�io � i j %Persons � with Disabilities 13,9% 13.1% 11% E %Families with Chifdren under the age of 18 n/a nJa n/a n/a nla � � Other(specify} � Worksheet 2: Establishing a Residency Preference Area(See AFHMP, Block 4a) Complete this Worksheet if you wish to continue,revise,or add a residency preference,which is a preference for admission of persons who reside or work in a specified geographic area (see 24 CFR 5.655(c)(1)(ii)). If a residency preference is utilized,the preference must be in accordance with the non-discrimination and equaf opportunity requirements contained in 24 CFR 5.105(a).This Worksheet will he(p show how the percentage of the population in the residency preference area compares to the demographics of the project's residents,appficant data,census tract,housing market area,and expanded housing market area. Please attach a map clearly delineating the residency preference geographical area. Demographic Project's Project's Census Tract Housing Market Expanded Residency Characteristics Residents ppficant Data (as determined Area (as Housing Market PreferenceArea (as determined (as determined in Worksheet determined Area (if applicable) in Worksheet 1) in Worksheet 1) 1) in Worksheet 1) (as determined in Worksheet 1) %White %Black or African American °/a Hispanic or Latino %Asian %American Indian or Alaskan Native % Native Hawaiian or Pacific Islander % Persons with Disabilities % Families with Children under the age of 18 Other(specify) i � � � �� Worksheet 3: Proposed Marketing Activities—Community Contacts(See AFHMP,Block 4b) 'i �' For each targeted marketing population designated as least likely to apply in Block 3b,identify at least one community contact j organization you will use to facilitate outreach to the particular population group.This could be a social service agency,religious ; body,advocacy group,community center,etc.State the names of contact persons,their addresses,their telephone numbers,their � previous experience working with the target population,the approximate date contact was/will be initiated,and the specific role they � will play in assisting with the affirmative fair housing marketing. Please attach additional pages if necessary. i i ' Targeted Population(s) Community Contact(s),including required information noted above. I � Dubuque NAACP email;DBQNAACP@Gmail.com PO Box 1012 Intro brochures mailed 7/7/17. To be replenished upon iBlack Dubuque,IA 52004-1012 request,to increase waitlist,or fill vacancy. i ' Anthony Allen-President;Sue Wilson-Secretary;Tom LoGuice-Housing I G I I LULAC Dubuque Council 315;PO Box 102;Dubuque IA 52004-0102. info@lulacdubuque.org I Hispanic Gabriela Vega;St Patrick's Parish; 1425 Iowa Street,Dubuque IA 52001;563-583-9749 Dbqchmdbq@dbqarch.org;Intro brochures mailed 7/7/17. To be replenished upon request, � to increase wait list,or fill vacancy, � Area Residential Care(ARC);3355 Kennedy Circle;Dubuque IA 52001;563-556-7560 Diabilities Intro brochures mailed 7/7/17. To be replenished upon request, to increase waiting list,or � fill vacancy. � ( � t I 1)Multi Culturai Center;1157 Central;Dubuque,IA 52001;563-582-3681. Kelly Rusk. Intro � Asian brochures mailed 7/7/17 for display in office,and sponsored events(food pantry). I 2)Presentation Lantern Center;1501 Jackson;Dubuque IA 52001;563-557-557-7134; ' Sarah Gieseke. Intro brochures mailed 7/7/17 for display in office/community areas. � � i � � E � I � � � i I i � � � � € � [{ t! � k � � � � ( E � � E � € � I( k � l 4 � I i ( I � EE € � Worksheet 4:Proposed Marketing Activities—Methods of Advertising(See AFHMP,Block 4c) Complete the following table by identifying your targeted marketing population(s),as indicated in Block 3b,as wel)as the methods of advertising that will be used to market to that population. For each targeted population,state the means of advertising that you wil)use as applicable to that group and the reason for choosing this media,In each block, in addition to specifying the media that will be used(e.g., name of newspaper,television station,website, location of bulletin board,etc.)state any language(s)in which the material will be provided,identify any alternative format(s)to be used(e.g.Braille,large print,etc.),and specify the(ogo(s)(as well as size)that will appear on the various materials. Attach additional pages, if necessary,for further explanation. Please attach a copy of the advertising or marketing materiai. Targeted Population(s)—► Targeted Population: Targeted Popufation: Targeted Populatian: Methods of Advertising j Newspaper(s) efegraph Herald,Golden View g�acks Disabilities Hispanics Radio Station(s) � n/a N Station(s) n/a Electronic Media Rentlinx,IA Housing Search, B�acks Disabilities Hispanics Bulfetin Boards Dbq Chamber,NEI3A Sr Ctr B�acks(Chamber) Disabilities(NEI3A) Hispanics(Chamber) Brochures,Notices,Ft ers Property Brochures g�acks Disabilities Hispanics Other s ecif NEI3A Sr Agency/MultiCuft Ctr Asians(MultiCult Ctr) Disabilities(NEI3A) Hispanics North East lowa Area Agency on Aging Agency Information NE13A is a non-profit organization that was formed on July 1,2013, and is the result of a merger among three lowa area agencies on aging, each having over 35 years of experience working with the elderly. We serve 18 counties and provide assistance to approximately 120,000 people over the age of 60 each year. The mission of Northeast lowa Area Agency on Aging(-NE13A)is to create and provide services for older individuals, caregivers, and persons with disabiiities to ernpower them�to maintain their independence. We envision a society that empowers older individuals,caregivers, and persons with disabilities to live safe and independent lives with dignity, purpose, and self-determination. NE13A offers a wide variety of services and programming for the elderly, caregivers,and people with disabilities which include, but is not limited to: Life Long Links: lowa's state wide cal!center that offers information and assistance for anyone 18 years or older who is elderly or has a disability. � Options Counseling: program which empowers individuals to make informed choices about their long- terrn care supports and services by providing information about available resources and assisting with planning and accessing services. Car�giver:program which assists caregivers by exploring the situation and then discussing needs, options and services. Caregiver support groups are also available. Nutrition:offering nutritionally balanced congregate and home delivered meals in orderto help older persons meet.daily dietary requirements. � Evidence Based Progra.mming: Fitness and wellness classes that promotes healthy lifestyles which help keep seniors healthy and independent. Case Management: Hefps coordinate community services which allow fraii seniors to remain safely in� their home Senior Medicare Patrol: program working to empower seniors and caregivers to protect personal information and Medicare benefits by learning to detect mistakes or potential fraud in Medicare payments Elder Abuse Initiative: program which assists at risk and/or abused persons, age 60 and older,to identify their risks, and then find ways to reduce or eliminate those risks Adult Day Care: professional care for older adults who need assistance or supervision during the day. > REZONING STAFF REPORT Zoning Agenda: May 2, 2018 Property Address: 1225 Alta Vista Street Property Owner: Church of the Nativity Applicant: Horizon Development Group, Inc. Proposed Land Use: Residential Proposed Zoning: OR Existing Land Use: Vacant Existing Zoning: R-2 Two-Family Adjacent Land Use: North — Off-street parking Adjacent Zoning: North — R-2 East — Residential/classrooms East— R-2 South — Residential South — R-2 West— Office West— OS Former Zoning: 1934 —Multi-Family Total Area: 1.36 acres 1975 — R-3 1985 — R-2 Property History: This property has been used as for two school buildings associated with Nativity Church. Physical Characteristics: The subject property slopes toward Nevada Street. The subject parcel is approximately 1.2 acres in size. Imagine Dubuque Recommendations: Multi-Family: Encourage a mix of housing affordable for all segments of Dubuque's population throughout the community, including options for those who might be saving for their first home. o Encourage new multi-family development in proximity to jobs to minimize transportation costs. o Integrate multi-family development within mixed-use areas identified on the Future Land Use Plan for increased access to goods and services in a walkable environment. Impact of Request on: Utilities: Existing utilities are adequate to serve the site. Rezoning Staff Report — 1225 Alta Vista Street Page 2 Traffic Patterns/Counts: Based on 2013 IDOT counts, University Avenue carries approximately 7,000 average daily trips. No vehicle counts are available for Nevada Street. University Avenue is designated as a minor arterial and Nevada Street is designated as a local street. Public Services: Existing public services are adequate to serve the property. Environment: Staff does not anticipate any adverse impact to the environment provided adequate storm water management and erosion control is practiced during all phases of development. Adjacent Properties: The subject property is located in a mixed-use area located mid-block between the intersection of two existing public streets. Planning staff anticipates that development of the property under the Office Residential District zoning would increase to some degree the ambient light level and vehicle trips generated from the existing site. CIP Investments: None proposed. Staff Analysis: The applicant is proposing to rezone 1.2 acres along Nevada Street between University Avenue and Martha Street from R-2 Two-Family Residential to OR Office Residential District. The OR Office Residential District standards are attached to this staff report. The OR District is intended to serve as a transition zone between commercial, single and two-family residential areas. Typically, Office Residential districts are not intended to be applied to undeveloped or newly developing areas of the city. However, while the property in question is currently not developed with buildings on it due to the recent demolition of the two former school buildings, it is in a completely developed portion of the city and is not a newly developing area. The proposed project would be considered an in-fill development. The development of in-fill sites must be done in a manner compatible with the existing development pattern so as to not negatively impact the use and enjoyment of surrounding property. The OR District is to be located in areas abutting arterial and/or collector streets. University Avenue is designated as a minor arterial and Nevada Street is a local street on the Urban Federal Functional Classification Map for Dubuque. The applicant's intention is to develop the existing property as a senior housing residence encompassing 60 dwellings with the required off-street parking and green space. The OR district allows 16 permitted uses as well as 13 conditional uses. Generally, the allowed uses are office or residential in nature. If rezoned, the subject property can be used for any of the allowed uses provided adequate off-street parking Rezoning Staff Report — 1225 Alta Vista Street Page 3 and lot area can be provided. A copy of the OR Office Residential District regulations is attached to this staff report. The surrounding property is comprised of a mixture of single family residential, multi- family residential, commercial, office and religious assembly uses. The most recent development in the area was the construction of the Radio Dubuque Inc. studio/offices immediately to the south of the subject property. The rezoning request for Radio Dubuque was reviewed in the spring of 2009 with construction following in 2010. If the requested rezoning is approved, a site plan prepared by a licensed civil engineer must be reviewed and approved prior to any construction. The site plan review process ensures that new construction will comply with city regulations for street access, storm water management, utility connections, setbacks, parking and landscaping. Planning staff recommends the Commission review the criteria established in Article 9.5 of the Unified Development Code regarding property reclassification applications. Prepared by: /. Reviewed: �J�A Date: �/Zy /8_ Concentrated Areas of Poverty by Census Tract 1 .03 Proposed Affordable Housing Projects 11.02 � 1 52 32 4 3 11.01 \ rV� 151 61 6 �5 f 1 4 7.01 IC 12.05 � 12.01 * Radford � Alta Vista Road �z.oz 9 �.oz 102.0 Z� � / 8.02 � � 8.01 1 .04 � 20 101.0 61 151 LEGEND � >40% of population below poverty threshold � Between 30-39.9% of population below poverty threshold � Census Tracts 2010 � Dubuque City Limits �A��;,°� o��am �amy��"re��d�e�,��emti�e�� Source: 2016 ACS LOW INCOME HOUSING TAX CREDIT AFFORDABLE HOUSING PROJECTS 2013-2018 Within 1/2-Mile of a Transit Sto 52 S2 � A � � KENNEDY Po , � s�. �'y `�!' �'"o'w F 3ti�° / � � PR.�ER�P� y z � �Q�� d � � c7 � O _ Z ASBURY m 2oCN z C1 z U � , m < � °m 2� � � �� 9�N �v — y � MIDDLE PENNSYLVANIA �y� m `,��,� � � 20 m �� DODGE �� Q� � . �� SZ 6� N KEY 1/2-Mile Buffer of Transit Stop Affordable Housing Project Site 6 � Approved � Proposed 151 USHWY151N 2 1 0 2 Miles LOW INCOME HOUSING TAX CREDIT AFFORDABLE HOUSING PROJECTS 2013-2018 Within 1-Mile of a Full Se►vice Groce Store 52 S2 � A C KENNEDY Po � s�. �'y `�!' �'"o'w � �o , F ti 3 � � �, Q�, PR��R\P� z � Z�� d � � c7 O � _ Z ASBURY m 2oCN z C1 �/ \ , o � � �� * � � °m � � 2� �� 9�N � � ,`y � MIDDLE PENNSYLVANIA �y� m `,��,� � � m 20 � _ DODGE `J Q � � \`� T� � " s2 6� N KEY 1-Mile Buffer of Full Service Grocery Stores Affordable Housing Project Site 6 � Approved � Proposed 151 USHWY151N 2 1 0 2 Miles LOW INCOME HOUSING TAX CREDIT AFFORDABLE HOUSING PROJECTS 2013-2018 Within 1-Mile of a Licensed Childcare Center 52 � S2 � A �C KENNEDY Po � s�. �'y � �r��L �O F 3ry � C� ¢� PR��R\P� z � Z�� d � � � � / `o x z ASBURY m 2oCN z � � m � :'� � * � °m � �,� 9�N 2� r � �y MIDDLE PENNSYLVANIA �y� m `,��,� � � m 20 � � DODGE ir Q� � � SZ 6� N KEY 1-Mile Buffer of Licensed Childcare Centers Affordable Housing Project Site 6 � Approved � Proposed 151 USHWY151N 2 1 0 2 Miles LOW INCOME HOUSING TAX CREDIT AFFORDABLE HOUSING PROJECTS 2013-2018 Within 1-Mile of a School 52 S2 � A �C KENNEDY Po � s�. �'y `�!' �'"o'w �o F 3� � c� ¢`� PR��R\P� z � Z�� d � � c7 � O _ Z ASBURY m 2oCN z ` � �-�y,, m � �� < � � °m � 2� �� 9�N � � �y � MIDDLE PENNSYLVANIA �y� m `,��,� � � m 20 � DODGE �r Q \ �� SZ 6� N KEY 1-Mile Buffer of Schools Affordable Housing Project Site 6 � Approved � Proposed 151 USHWY151N 2 1 0 2 Miles LOW INCOME HOUSING TAX CREDIT AFFORDABLE HOUSING PROJECTS 2013-2018 Within 1-Mile of a Park 52 S2 � A C KENNEDY Po � s�. �'y `�!' �'"o'w �o F 3� � c� ¢`� PR��R\P� z � Z�� d � � c7 � O _ Z ASBURY m ZojN � z C1 z U , m < ` � � °m � � 2� �� 9�N � y � MIDDLE PENNSYLVANIA �y� m `,��,� � � m 20 � DODGE `J Q � SZ 6� N � KEY 1-Mile Buffer of Parks Affordable Housing Project Site 6 � Approved � Proposed 151 USHWY151N 2 1 0 2 Miles LOW INCOME HOUSING TAX CREDIT AFFORDABLE HOUSING PROJECTS 2013-2018 Within 1-Mile of a Libra 52 S2 � A C KENNEDY Po � s�. �'y `�!' �'"o'w � �o F 3� � � Q� PR��R\P� z � Z�� d � � c7 � O _ Z ASBURY m 2oCN z C1 z U m ` � � < ,� � °m � � 2� �� 9�N � _ y � MIDDLE PENNSYLVANIA �y� f m J��,� y � � 20 � DODGE �j � � � � Q � � SZ 6� N KEY 1-Mile Buffer of Library Affordable Housing Project Site 6 � Approved � Proposed 151 USHWY151N 2 1 0 2 Miles LOW INCOME HOUSING TAX CREDIT AFFORDABLE HOUSING PROJECTS 2013-2018 Within 1-Mile of Senior Center 52 S2 � A C KENNEDY Po � s�. �'y `�!' �'"o'w � �o F 3� � � Q� PR��R\P� z � Z�� d � � c7 O � _ Z ASBURY m 2oCN z C1 z U , m � � < � \ °m � � � 2 N "' � 9� � y � MIDDLE PENNSYLVANIA �y� m `,��,� � � m 20 � DODGE � - Q \ � � � SZ 6� N KEY 1-Mile Buffer of Senior Center Affordable Housing Project Site 6 � Approved � Proposed 151 USHWY151N 2 1 0 2 Miles LOW INCOME HOUSING TAX CREDIT AFFORDABLE HOUSING PROJECTS 2013-2018 Within 1-Mile of Cultural Arts Facilit 52 S2 � A C KENNEDY � Po � s�. �'y `�!' �'"o'w � �o F 3� � � Q� PR�R\P z � �o�� c7 �O / /� � �f� z ASBURY m 2oCN z C1 z U , m ` � < � °m � � 2� �� 9�N � — y � MIDDLE PENNSYLVANIA �y� m `,��,� � � m 20 � DODGE � / � � , � = SZ 6� N KEY 1-Mile Buffer of Cultural Arts Facility Affordable Housing Project Site 6 � Approved � Proposed 151 USHWY151N 2 1 0 2 Miles LOW INCOME HOUSING TAX CREDIT AFFORDABLE HOUSING PROJECTS 2013-2018 lowa O ortunit Index Census Tracts 52 S2 . � A C KENNEDY Po � s�. �'y `�!' �'"o'w �o F 3� � �� Q�, PR��R\P� z � Z�� d � � c7 O � _ Z ASBURY m ZojN � z � z � m � < ` � � °m � � - 2� �� 9�N � � y � MIDDLE PENNSYLVANIA �y� m `,��,� � � � 20 � � DODGE \ SZ 6� N _ r KEY lowa Opportunity Index Census Tracts Affordable Housing Project Site 6 � Approved � Proposed 151 USHWY151N 2 1 0 2 Miles Dubuque PlanvivgSeevicee Depaetrnevt THECITYOF � CityHa1650West13�^Street R ��"�`��'� Dubuque,IA 5200b9845 D�L � �� (563)589-�L10 phove (563)589-�L71(a: mm-zoirz (563)690.6678 TDD Masterpiece on the Mississippi w,,.�on O��Nx�cilyofdubuque.orx November 14, 2018 The Honorable Mayor antl City Council City of Dubuque 50 W.13'h Street Dubuque, lA 52001 RE: Ratlfortl Roatl Urban Revitalization Area Plan Dear Mayor antl City Council Members: Introduction The Long Range Planning Ativisory Commission has reviewetl the proposetl Alta Vista Urban Revitalization Area Plan, as requestetl by Lantlover Corporation. One role of the Commission is: To review proposetl urban renewal plans antl urban revitalization plans for consistency with the Comprehensive Plan. Discussion On May 15, 2018 Horizon Development Group, Inc. submittetl the enclosetl request to the City of Dubuque to consitler tlesignating 1225 Alta Vista Street as an Urban Revitalization Area. The tleveloper is proposing new construction of a 60-unit affortlable senior housing apartment community. This is the same private tleveloper of Applewootl I — IV senior housing projects on Pennsylvania Avenue. Horizon Development Group, Inc. plans to apply to the lowa Finance Authority for Low Income Housing Tax Cretlit (LIHTC) for this project. A requirement of this application is that the project is in an Urban Renewal or Urban Revitalization Area. The LIHTC program provitles tax incentives to encourage tlevelopers to create affortlable housing that inclutles below market rent units that are eligible for Housing Choice Voucher (HCV) participants. Eligible applicants for the HCV program must earn no more than 50% of the Average Metlian Income (AMI) for Dubuque accortling to the Eligibility Guitlelines set fodh by the U.S. Depadment of Housing antl Urban Development (HUD). The HCV program is the primary way the City provitles affortlable housing options for low �50% AMI) antl very low income (<30% AMI) householtls in Dubuque. The LITHC program is an important partnership methotl for the City to provitle affortlable housing options for low �50% AMI) antl very low income �30% AMI) householtls throughout Dubuque. The City of Dubuque now requires housing tlevelopers to accept HCV participants in conjunction with approval of an affortlable housing tlevelopment agreement relatetl to an urban revitalization plan. Seevice People Ivtegeity Reepoveibility IvvovaHov Tearnwoek The project site is in proximity to various community services and within Opportunity Areas identified by the lowa Finance Authority as part of the LIHTC program. The project is an allowed use in the existing zoning district. Please see enclosed maps. Below are the Comprehensive Plan's recommendations that relate most closely to the affordable housing project under consideration: Chapter 3 - Economic Prosperity: • Foster the development of new and additional housing products in suitable locations throughout the City. Chapter 6 - Housing: • Adopt and implement a mix of educational/outreach programs to increase housing provider participation in Housing Choice Voucher program. • Adopt and implement a mix of financial incentives/policies for creation of Housing Choice Voucher units throughout community. Chapter 9 - Land Use: • Encourage a mix of housing affordable for all segments of Dubuque's population throughout the community, including options for those who might be saving for their first home. Conclusion This development would provide affordable, quality housing units for seniors through partnership with a private developer. The project would accept low income residents, including HCV participants. The project site is in proximity to community services and Opportunity Areas and in a suitably zoned location. The project is consistent with the above identified Economic Prosperity, Housing and Land Use recommendations in the 2017 Comprehensive Plan. Recommendation By a vote of 4 to 0, the Long Range Planning Advisory Commission recommends approval of the Alta Vista Urban Revitalization Area Plan as consistent with the City of Dubuque Comprehensive Plan. Respectfully submitted, , �,��c��i' c.` ' ��/ v John Pregler, Chairperson Long Range Planning Advisory Commission Enclosures cc: Michael C. Van Milligen, City Manager Alexis Steger, Housing and Community Development Director 2 STATE OF IOWA {SS: DUBUQUE COUNTY CERTIFICATION OF PUBLICATION I, Suzanne Pike, 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 the attached notice was published in said newspaper on the following dates: October 19, 2018, and for which the charge is $32.22. Subscribed to before me, a Notary Public in and for Dubuque County, Iowa, this Jpz6 day of , 20 /f . )27tecW147'....04.02-oz-ecyee,-6) Public in and for Dubuque County, Iowa. BY V 1;V ¢ES t ERMEYE3 mrrnst3k.g1 Norntier 1548135 . My j;nrn'm! swn % xD. (,i; '1, 2020 CITY OF DUBUQUE, IOWA OFFICIAL NOTICE NOTICE OF PUBLIC HEARING OF THE CITY COUNCIL OF THE CITY OF DUBU- QUE, IOWA, ON THE ADOPTION OF A PRO- POSED URBAN REVI- TALIZATION - EVITALIZATION- PLAN FQR THE NATIVITY URBAN REVITALIZA- TION AREA Public notice: is here- by given that the City Council of the City of Dubuque, Iowa, "will hold a public hearing on the 5th ; day of November, 2018 at 6:00 p.m., in the Historic Federal Building, sec- ond floor, ec-ond,floor, 350 West 6th Street, Dubuque, Iowa,; at which meeting the City Council proposes;. to take . action ori the adoption of an 'urban revitalization plan des- ignated as the Nativity Urban Revitalization (the "Plan") under the authority of Chapter 404, Code of Iowa, as amended: The property, which comprises the revital- ization area within which the Planshall be applicable, consists of only properties located within the Nativity Ur- ban Revitalization Area, legally described as Church of the Nativi- ty PI in the City r' of Dubuque, Iowa, ac- cording to the recorded plat thereof. Chapter 404, Code of Iowa, as amended, and the Plan' authorizes the Cityto, provide proper- ty tax exemptions for property on which im- provements have been made. Any persons interest- ed May, appear at said meeting of the Council I and testify for or against the adoption of the Plan. The proposed Plan is on file in the of- fice of the Clerk and available for public in- spection or copying during regular office hours Written comments re- garding.the above pub- lic hearings may be submitted to the City Clerk's Office on or be- fore said time of public hearing at 50 W. "13th Street, or ctyclerk@ci- tyofdubuque.org.At said time and place of public hearings all in- terested - citizens and parties will be given an opportunity to be " heard for or against,, said proposal. Any visual- or hear- ing-impaired persons'', needing special 'assist tance or persons with special accessibility needs should contact the City Clerks Office at (563) 589-4100 or TDD (563) 690-6678 at l least 48 hours prior to the meeting. This noticeis given by order of the City Coun- cil of the City of Dubuque, Iowa. Dated this 19th day of October 2018. Kevin S. Firnstahl, City Clerk of Dubuque, Iowa it 10/19 STATE OF IOWA {SS: DUBUQUE COUNTY CERTIFICATION OF PUBLICATION I, Suzanne Pike, 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 the attached notice was published in said newspaper on the following dates: November 23, 2018, and for which the charge is $31.92 4.4'Llvte-PH-14 Subscribed to before me, a Notary Public in and for Dubuque County, Iowa, this:990 day of77 / , 20/t . o> a y blic in and for Dubuq - F ounty, Iowa. MARY K WESTE,RMEYER Commission Number 154885 Nis Commission Exp. Feb, 1, 2020 CITY OF DUBUQUE, IOWA OFFICIAL NOTICE NOTICE OF PUBLIC HEARING OF THE CITY COUNCIL ` OF THE 'CITY' OF DUBU- QUE, IOWA, ON THE ADOPTION OF A PRO- POSED URBAN 'REVI- TALIZATION PLAN FOR .;THE . NATIVITY URBAN !. REVITALIZA- TION AREA Publicnotice is -here by given that the :City Council of the City of Dubuque, Iowa, .i; will hold a public hearing, on the 3rd day of. De -I cember, 2018 at 16:00' p.m., in the Historic Federal Building, 'sec and floor, 350 West 6th,', Street, Dubuque, Iowa, at which meeting the City Council 'proposes .to take -action on the adoption of an, urban revitalization plan des- ignated as es-ignated`as the Nativity Urban r Revitalization (the "Plan") under the authority of Chapter J. 404, Code of Iowa, as amended. 4 The property, which comprises the revital- ization '= area within which the Plan shall be applicable, consists of only properties located within the Nativity Ur- ban , Revitalization' Area, legally described as Church of the Nativi- ty- Pl. in the City, of Dubuque, Iowa,.; ac- cording to the recorded plat thereof. Chapter 404, Code of Iowa, as amended, and the Plan authorize, tile City to,provide prppdr- ty ftax' exemption's for property on which im prevementsghave been made "Ms persons interest' y -„,appear of said trig : of the Council d test fy 'for :of ainst the adoption of Ian The proposed Plan is on file in the of- fice of the Clerk and '. available for public in- spection ” or copying during regular office' hours'' Written comments re- gardingthe above pub- lic hearings may be submitted to the City Clerk's Office on or be- fore said time of public hearing" at 50 W. 13th Street, or ctyclerk@ci- tyofclubuque.org. At said time and place of public hearings all in- terested citizens and parties will be given an:. opportunity to be heard for or against said proposal. Anyvisual; or hear- ing-impaired " persons needing special assis- tance or persons with special accessibility need§ should contact q the City Clerk's Office at (563) 589.4100 or TDD (563) 690-6678 at least 48 hours prior to the"megting This notice is given by dthe City Coun cilorof ,<ttie City of Dubuque,ylowa.; 'Dated this'23rd day of', November 2018. Kevin S. Firnstahl, City Clerk It 11/23