Lange Estate Urban Revitalization Area_Public HearingCopyright 2014
City of Dubuque
Public Hearings # 5.
ITEM TITLE: Lange Estate Urban Revitalization Area - Horizon,
Applewood IV
SUMMARY: Proof of publication on notice of public hearing for the
Lange Estate Urban Revitalization Plan which establishes
an urban revitalization district at 3275 Pennsylvania Avenue
and will provide for a ten-year residential abatement on the
value of improvements, including new construction, for the
proposed senior housing development.
SUGGESTED DISPOSITION: Suggested Disposition: Receive and File; Conduct Public
Hearing
ATTACHMENTS:
Description
Lange Estate Urban Revitalization Plan-MVM Memo
Staff Memo - Public Hearing
Staff Memo - LRPAC Recommendation Staff Review
Long Range Planning Advisory Commission
Correspondence
Lange Estate Urban Revitalization Plan
City Fiscal Goals
Proof of Publication Lange Estate Urban Revitalization
Area
Type
City Manager Memo
Staff Memo
Supporting Documentation
Supporting Documentation
Supporting Documentation
Supporting Documentation
Supporting Documentation
Proof of Publication on Notice of Public Hearing (Clerk) Supporting Documentation
Masterpiece on the Mississippi
TO: The Honorable Mayor and City Council Members
FROM: Michael C. Van Milligen, City Manager
SUBJECT: Public Hearing for Lange Estate Urban Revitalization Area
Horizon, Applewood IV
DATE: February 25, 2016
Dubuque
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AI -America City
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2007 • 2012 • 2013
Housing & Community Development Director Alvin Nash recommends City Council hold
a public hearing on the Lange Estate Urban Revitalization Plan which establishes an
urban revitalization district at 3275 Pennsylvania Avenue and will provide for a ten year
residential abatement on the value of improvements, including new construction, for the
proposed senior housing development.
The development plan provides for the construction of a 60-unit planned residential
housing development for seniors, Applewood IV. The planned development is the
fourth installment in a series of senior housing developments Horizon has provided in
the area. Horizon development is proposing a $9.2 million project utilizing private
financing, state HOME Funds, 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 Iowa Finance Authority.
Under 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 not required by State law.
The proposed Lange Estate Urban Revitalization Plan was reviewed at the
February 17, 2016 LRPAC meeting. At that meeting, the LRPAC also reviewed the
proposed plans for University Lofts, Paragon Square, and Marquette Hall Urban
Revitalization Plans and has forwarded those with a positive recommendation. The
LRPAC recommends the Lange Estate Urban Revitalization Area Plan is not entirely in
compliance with the City of Dubuque Comprehensive plan, in particular, City Fiscal
goals 1.4, 4.0, 4.1, 4.2, 5.2, 5.4, and 7.2.
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 March 7, 2016 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 April 18, 2016 City Council meeting if no requests for a second
hearing are received.
Mic ael C. Van Milligen
MCVM:jh
Attachment
cc: Barry Lindahl, City Attorney
Cindy Steinhauser, Assistant City Manager
Teri Goodmann, Assistant City Manager
Alvin Nash, Housing & Community Development Director
2
Masterpiece on the Mississippi
TO: Michael Van Milligen, City Manager
FROM: Alvin Nash, Housing & Community Development Director
DATE: February 24, 2016
RE: Public Hearing for Lange Estate Urban Revitalization Area
Horizon, Applewood IV
Dubuque
bitetri
All -America City
1 r
2007 • 2012 • 2013
Introduction
This memorandum presents information necessary for the March 7th public hearing
regarding the proposed Lange Estate Urban Revitalization Area designation.
Background
The Lange Estate Urban Revitalization plan was provided to City Council on January 19th
2016. At that meeting, the City Council adopted a resolution finding the area eligible for
exemption and setting a public hearing for March 7, 2016. The proposed plan will
establish an Urban Revitalization District at 3275 Pennsylvania Avenue and provide for
a ten year residential abatement on the value of improvements, including new
construction, for the proposed senior housing development.
The development plan provides for the construction of a 60-unit planned residential
housing development for seniors, Applewood IV. The planned development is the
fourth installment in a series of senior housing developments Horizon has provided in
the area. Horizon development is proposing a $9.2 million dollar project utilizing
private financing, state HOME Funds, 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 Iowa Finance Authority.
Urban Revitalization Chapter 404 of the Iowa 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 March 7, 2016 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 April 18, 2016 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 Comprehensive Plan
The proposed Lange Estate Urban Revitalization Plan was reviewed at the February
17, 2016 LRPAC meeting. At that meeting, the LRPAC also reviewed the proposed
plans for University Lofts, Paragon Square, and Marquette Hall Urban Revitalization
Plans. The LRPAC recommends the Lange Estate Urban Revitalization Area Plan is
not entirely in compliance with the City of Dubuque Comprehensive plan, in particular,
City Fiscal goals 1.4, 4.0, 4.1, 4.2, 5.2, 5.4, and 7.2. The vote was 3 to 1. Attached
are the comments of the LRPAC as well as a memorandum from Housing &
Community Development Director, Alvin Nash and Planning Services Manager, Laura
Carstens.
Estimated Property Tax Calculations
The current property value, based upon 2015 Beacon data, is $96,740 for land and
$83,490 for dwelling for a total taxable value of $180,230.
The developer estimates after improvements the assessed value for taxation will be
$2,170,883. At the City of Dubuque 2015 tax rate of 0.03301933, the annual property
tax increase over existing is estimated to be $71,681. The abatement of $71,681 will be
in effect for 10 years for an estimated total of $716,810. After the abatement period
expires the property will be taxed based on the assessed value for taxation as
determined by the assessor.
Recommendation
Staff recommends the City support these efforts to promote quality, affordable housing,
with attention to the needs of elderly and disabled populations. The Lange Estate
Urban Revitalization Plan provides affordable senior housing outside of areas of poverty
2
and racial concentrations and is consistent with the goals of the Voluntary Compliance
Agreement with the Department of Housing & Urban Development.
Action Requested
The Action Step is for the City Council to hold a public hearing on March 7, 2016.
Prepared by: Erica Haugen, Community Development Specialist
F:\USERS\CDBG\Urban Revite\Applewood 4\Memo to Council.doc
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Masterpiece on the Mississippi
MEMORANDUM
TO: Michael C. Van Milligen, City Manager
Dubuque
kaild
All -America City
1
2007 • 2012 • 2013
FROM: Alvin Nash, Housing and Community Development Director
Laura Carstens, Planning Services Manager
SUBJECT: LRPAC Review of Lange Estate Urban Revitalization Area Plan
DATE: February 25, 2016
INTRODUCTION
This memorandum provides additional information on the vote of the Long Range Planning
Advisory Commission (LRPAC) on the Lange Estate Urban Revitalization Area Plan. This
proposed plan is scheduled for a public hearing at the City Council's March 7, 2016 meeting.
BACKGROUND
Chapter 404 of the Iowa Code authorizes cities to designate 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 City must
prepare a revitalization plan for each designated area and hold at least one public hearing
after proper notice, following specific criteria and procedures.
The exemptions are intended to stimulate private investment by abating 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 viability of
revitalization areas and/or supports important City objectives such as historic preservation,
economic development and affordable housing.
Under Section 15-2-3 of the City Code, one of the roles of the 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.
DISCUSSION
The Lange Estate Urban Revitalization Area Plan will allow property tax exemption for
affordable senior housing at 3275 Pennsylvania Avenue. The plan provides for construction
of a 60-unit housing development. It will serve as Phase IV of Applewood Senior
Apartments built and managed by Horizon Development Group, Inc.
LRPAC Review of Lange Estate Urban Revitalization Area Plan
Information provided by the City Assessor's Office indicates that this area contains one
single family residence valued at $180,230. The single-family home in the proposed project
site is currently vacant and in a state of disrepair.
Horizon Development Group, Inc. is proposing a $9.2 million project utilizing private, state and
federal financing to fund the project. The development of the property will be funded with Iowa
Low Income Housing Tax Credits, permanent mortgage, State HOME Funds, Federal Home
Loan Bank Des Moines AHP, deferred development fee, and Tax Credit Equity. The City tax
exemption is requested in part to help strengthen an application for housing tax credits with
the Iowa Finance Authority.
The proposed Lange Estate Urban Revitalization Area Plan was reviewed at the February 17,
2016 LRPAC meeting as the proposed Marquette Hall, University Lofts, and Paragon Square
Urban Revitalization Plans. The Commission unanimously recommended the Marquette Hall,
University Lofts, and Paragon Square Urban Revitalization Plans as consistent with the City's
Comprehensive Plan.
At the meeting, City staff reviewed that the senior housing project would not be eligible for tax
credits without local support, and that the project would not move forward without urban
revitalization designation.
City staff also explained that the Lange Estate Urban Revitalization Area Plan will add much
needed quality, affordable housing outside areas of high poverty concentration and increase
housing choice for this segment of the population.
Seven (7) Commissioners serve on the LRPAC. Four (4) Commissioners were present for
the meeting. By a vote of 3 to 1, the LRPAC recommended the Lange Estate Urban
Revitalization Area Plan is not entirely in compliance with the Comprehensive Plan, in
particular, City Fiscal goals 1.4, 4.0, 4.1, 4.2, 5.2, 5.4 and 7.2.
CONSISTENCY WITH COMPREHENSIVE PLAN
City staff determined that the Lange Estate Urban Revitalization Area Plan supports several
goals of the 2012 Comprehensive Plan, as follows:
Housing
1.2 Encourage a range of affordable, accessible, and decent rental housing options
throughout the community.
Economic Development
9.3 Encourage property improvements and revitalization throughout the city.
Land Use & Urban Design
1.1 Promote inclusive and economically integrated neighborhoods that allow a diverse mix of
residents and housing types.
1.2 Promote providing a range of housing options throughout the community.
7.1 Encourage redevelopment or adaptive reuse of vacant or underutilized buildings and sites.
7.8 Encourage reinvestment in our existing neighborhoods (i.e., smart growth).
2
LRPAC Review of Lange Estate Urban Revitalization Area Plan
As noted above, the LRPAC voted 3 to 1 that the Lange Estate Urban Revitalization Area
Plan is not entirely in compliance with the Comprehensive Plan, in particular, these goals:
City Fiscal
1.4 Identify and evaluate revenue alternatives to City property tax.
4.0 To minimize the impact of economic swings on the City's operating budget.
4.1 Promote economic development efforts to expand and diversify the property tax base
and to improve and/or implement "growth" revenues for the City.
4.2 Consider allocating revenue sources sensitive to economic conditions primarily to
deferrable capital improvement projects, when possible, to allow the City to maintain a
steady revenue stream to fund operating expenses.
5.2 Explore options for alternative revenue sources to property taxes.
5.4 Establish reasonable user fees and charges for services where appropriate, so that
those who utilize or directly benefit from a City service activity or facility also help pay
for it.
7.2 Identify and forecast impacts, options, and realistic annual and long-term maintenance
and operational costs and responsibilities early in the budgeting process for each
service request or mandate.
ESTIMATED PROPERTY TAX CALCULATIONS
The existing property value, based upon City Assessor data, is $96,740 for land and $83,490 for
dwelling for a total taxable value of$180,230. Horizon Development Group, Inc. estimates that
after improvements the assessed value for taxation will be $2,170,883. Horizon Development
estimates the annual property tax increase over existing taxes to be $71,681. The developer
further estimates abatement of $71,681 will be in effect for 10 years for a total of $716,810.
After the abatement period expires the property will be taxed based on the assessed value for
taxation as determined by the City Assessor.
RECOMMENDATION
In evaluating consistency with the Comprehensive Plan, the staff analysis takes a broad and
long-range view of goals supporting the Plan's Housing, Economic Development, and Land Use
& Urban Design Elements. This view recognizes the positive community development,
affordable housing, and fiscal impacts that urban revitalization areas bring to our city.
City staff believes that without the urban revitalization area, the senior housing project will not
compete well for the State tax credits. Without these credits, the project will not proceed.
Without the project, there will be fewer affordable senior housing units and no increase in the
tax base in the long-term. Without the project, there will not be $9.2 million in construction work
for local contractors.
Staff recommends that the City support these efforts to promote quality, affordable housing
throughout Dubuque, with attention to the special needs of elderly and disabled populations.
The Lange Estate Urban Revitalization Area Plan will add much needed quality, affordable
housing outside areas of high poverty concentration and increasing housing choice for this
3
LRPAC Review of Lange Estate Urban Revitalization Area Plan
population. After the ten-year abatement period lapses on the project, the full assessed value of
the rehabilitation property will go on the tax rolls to the benefit of the entire community.
This project location contributes to the de -concentration of poverty which is in line with the
Voluntary Compliance Agreement (VCA) with the U.S. Department of Housing & Urban
Development (HUD) and contributes to compliance.
REQUESTED ACTION
The requested action is for the City Council to support the Lange Estate Urban Revitalization
Area Plan, contingent on Horizon Development Group, Inc. receiving their State tax credits.
cc: Erica Haugen, Community Development Specialist
David Johnson, Assistant Planner
PVUSERSVLCARSTEN\WPAHousing TIEVMemo MVM LRPAC Lange Urban Revit. doc
4
Dubuque�`�
THE CITY OF kraal
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Masterpiece all t!ze Mississippi 2007. 2012. 2013
The Honorable Mayor and City Council
City of Dubuque
50 W.13th Street
Dubuque, IA 52001
RE: Lange Estate Urban Revitalization Area Plan
Dear Mayor and City Council Members:
Planting Services Department
City I Iall - 50 West 131' Street
Dubuque, IA 52001-4805
(563) 589-4210 phone
(563) 589-4221 fax
(563) 690-6678 TDD
planning@cityofdubuque.org
February 22, 2016
Introduction
The Long Range Planning Advisory Commission (LRPAC) has reviewed the proposed
Lange Estate Urban Revitalization Area Plan. The plan will create an urban
revitalization area at 3275 Pennsylvania Avenue to allow property tax exemption for
affordable senior housing.
Background
The plan provides for construction of a 60 unit planned residential housing development
for seniors. It will serve as Phase IV of Applewood Senior Apartments built and
managed by Horizon Development Group, Inc. The local tax exemption is requested in
part to help strengthen an application for housing tax credits with the Iowa Finance
Authority.
Discussion
The role of the LRPAC is to review new and amended urban revitalization plans and
make a recommendation as to the plan's consistency with the City of Dubuque
Comprehensive Plan. The proposed Lange Estate Urban Revitalization Area Plan was
reviewed at the same meeting as the proposed Marquette Hall, University Lofts, and
Paragon Square Urban Revitalization Plans. The Commission unanimously
recommended the Marquette Hall, University Lofts, and Paragon Square Urban
Revitalization Plans as they are consistent with the City of Dubuque Comprehensive
Plan.
Recommendation
Seven (7) Commissioners serve on the LRPAC. Four (4) Commissioners were present
for the meeting. By a vote of 3 to 1, the LRPAC recommends the Lange Estate Urban
Revitalization Area Plan is not entirely in compliance with the City of Dubuque
Comprehensive Plan, in particular, City Fiscal goals 1.4, 4.0, 4.1, 4.2, 5.2, 5.4 and 7.2.
The goals are enclosed for City Council's reference.
Service People Integrity Responsibility Innovation Teamwork
Respectfully submitted,
Chad Darter, Chairperson
Long Range Planning Advisory Commission
Enclosure
cc: Michael C. Van Milligan, City Manager
Alvin Nash, Housing and Community Development Director
Laura Carstens, Planning Services Manager
F:\USERS\Djohnson\Council Items\Urban Renewal & Revitilization Districts\Lange Estate Urban Revitalization Area Plan.doc
12
economic prosperity
CITY FISCAL GOALS
must address the allocation of limited available resources among
competing interests, departments, activities, and programs. These goals
should develop an acceptable balance of costs and services with respect
to quality, quantity, and financing. City fiscal goals should emphasize
policy and budget objectives, demands on and accomplishments of City
governmental units and alternative funding and service Ievels.The
purpose of these City Fiscal goals is to help focus on the major policy
decisions of what services City government will provide, who will pay for
them and the implications of such decisions in achieving the goals in all
elements of the Comprehensive Plan.
goal ONE
To promote the fiscal soundness and viability of City
government operations.
1.1 Consider using nonrecurring revenues only to fund
nonrecurring expenditures.
1.2 Maintain and strive to upgrade the City's bond rating.
1.3 Monitor changing conditions, trends and legislation
as it impacts the City's fiscal position and promote
appropriate fiscal policy and guidelines to maintain
the City's sound fiscal condition.
1.4 Identify and evaluate revenue alternatives to City
property tax.
1.5 Minimize program costs by using sound purchasing
practices.
1.6 Minimize program costs by using sound risk
management practices.
1.7 Maintain adequate reserves to positively impact bond
rating and provide flexibility to implement projects as
opportunities come up.
1.8 Use City Council goals and priorities to guide
budgeting process.
goal TWO
To communicate the City's fiscal management process
in language understandable to the general public.
2.1 Continue to refine the Citizens Guide to the Budget.
2.2 Encourage increased public participation throughout
the budget process.
2.3 Continue to help citizens understand local
government financing, such as the allocation of
property tax asking between the City, County and
schools.
z.4 Strive to meet state and national standards for the
City's budget presentation.
goal THREE
To provide reports and financial data that are
accurate, timely, and meaningful and which satisfy the
need for sound fiscal policy formulation, efficient City
management and full disclosure of City finances.
3.1 Base all financial reports on generally accepted and
appropriate accounting principles.
3.2 Continue to meet national standards for the City's
annual financial report, set by the Government
Finance Officers Association.
3.3 Continue to meet Municipal Treasurers' Association
requirements to have the written investment policy
certified.
goal FOUR
To minimize the impact of economic swings on the
City's operating budget.
4.1 Promote economic development efforts to expand
and diversify the property tax base and to improve
and/or implement "growth" revenues for the City.
q.z Consider allocating revenue sources sensitive to
economic conditions primarily to deferrable capital
economic prosperity
13
improvement projects, when possible, to allow the
City to maintain a steady revenue stream to fund
operating expenses.
goal FIVE
To emphasize the use of fees and user charges to
maintain existing City services and reduce reliance
on local property taxes while remaining sensitive
to program access, affordability, and availability for
those with low or moderate incomes or disabilities.
5.1 Pursue federal, state and private funding to help
finance City services and minimize the property tax
burden, but avoid service orfunding commitments
after such outside funding ends.
5.2 Explore options for alternative revenue sources to
property taxes.
5.3 Promote access to and affordability and availability
of essential City services to low and moderate income
persons and persons with disabilities.
5.4 Establish reasonable user fees and charges for
services where appropriate, so that those who utilize
or directly benefit from a City service activity or
facility also help pay for it.
5.5 Strive to maximize return on City leases.
goal SIX
To improve City government productivity and service
delivery and identify alternative means of service
delivery.
6.1. Review all City services and programs for operational
efficiencies to improve service levels and delivery,
and/or to implement cost containment measures.
6.2 Review all City boards and commissions on a periodic
basis to identify possible changes for improved
performance.
6.3 Identify additional City government activities where
volunteers could supplement City employees,
or where services could be "spun off" to non -
government groups or sponsors.
6.4 Utilize employee involvement as a means to improve
productivity and service delivery.
6.5 Encourage citizen input to help identify productivity
and service delivery needs.
6.6 Explore opportunities for cost -saving regional sharing
of City services.
goal SEVEN
To determine the work effort required and the costs
to meet increased service delivery requests and/or
mandates.
7.1 Support changes in federal and state laws to eliminate
or reduce unfunded mandates.
7.2 Identify and forecast impacts, options, and realistic
annual and long-term maintenance and operational
costs and responsibilities early in the budgeting
process for each service request or mandate.
7.3 Consider new City services primarily when either
additional revenues or expenditure reductions are
demonstrated, or when mandated by state or federal
law.
7.4 Focus City policy decisions on what services the
City will provide, who will pay for them, and the
implications of such decisions.
goal EIGHT
To make decisions on achieving goals in all elements
of the Comprehensive Plan based on competition for
and distribution of limited resources.
8.1 Continue to encourage citizen participation in the
City's comprehensive plan and budget process.
8.2 Use the community visioning process and the
comprehensive planning process to assist the City
Council, City administration, and community leaders
in setting priorities for implementation.
8.3 Establish a plan for distribution of limited resources
based on the City Council's goals and priorities.
goal NINE
To examine public and private funding sources and
alternative means to accomplish goals in all elements
of the Comprehensive Plan.
9.1 Collaborate with members of the community to
implement City Council goals and priorities.
9.2 Identify public and private funding sources, and
altemative means to accomplish goals for which
the City government has direct authority and
responsibility.
9.3 Encourage other area service providers, private
entities and community leaders to identify private
funding and other similar means to realize goals
within their areas.
Lange Estate Urban Revitalization Plan
For Public Review until March 7, 2016
Contents
Introduction 2
The Area 3
Availability of Funding 4
Revenue Bonds 4
Relocation 4
Qualification of Areas 5
Revitalization Program 5
Application Procedure 7
Conclusion 8
[Type here]
LANGE ESTATE URBAN REVITALIZATION PLAN
For Public Review Until March 7, 2016
Introduction
The following plan describes certain provisions of the Iowa Urban Revitalization
Act and proposes the Lange Estate Urban Revitalization area.
The State of Iowa, under Iowa 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
through 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.
Iowa 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;
2. The need for preservation and restoration of buildings due to their historic
significance;
3. The area is appropriated as an economic development region as defined
in Iowa Code 403.17;
4. The need for public improvements related to housing;
5. The encouragement of housing and residential development.
The Lange Estate Urban Revitalization Plan will be based upon the need for the
encouragement of housing and residential development, as defined in 404.1(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.
[Type here]
The Area
Location
Exhibit A identifies the location of the Revitalization District. The 2.76 acre
site to be included in the Lange Estate Urban Revitalization Area is located at
3275 Pennsylvania Avenue, Dubuque, IA 52001, legally described as:
Lot Two of Lange Estate, in the City of Dubuque, IA
Zoning
Exhibit B shows the existing zoning districts. The existing zoning
classification is: Planned Unit Development with a PR Planned Residential
designation.
The City Council approved a zoning ordinance reclassifying the property
located at 3275 Pennsylvania Avenue from R-1 Single -Family Residential
district to PUD Planned Unit Development District with a PR Planned
Residential District Designation on September 21, 2015 to permit
construction of a 60 —unit Senior Apartment Residence, Applewood IV.
Existing and Proposed Land Use
Exhibit C identifies the existing primary land use for the proposed district.
East of the subject parcel there is multi -family development from 3125 to
3225 Pennsylvania Avenue, single family and commercial uses along John F.
Kennedy. An unoccupied single family home is located on the parcel. The
existing structure will be removed and a 60-unit senior housing community
will be developed. The senior housing will provide a range of affordable rents
and amenities that include a community room, leasing office, exercise room,
and heated underground parking.
Assessed Valuations and Owners of Records
[Type here]
The existing assessed valuation of the real estate in the Revitalization District
as of October 26, 2015 is $180,230. $96,740 is the Assessed Land Value,
$83,490 is the Assessed Dwelling Value. The 2015 Net Assessed Value is
based on a residential classification.
City Services
There are no current plans to expand or improve City services to this area.
Currently the area enjoys the same level of City services as most other areas
of the City.
Availability of Funding
The development of the property will be funded with Iowa Low Income
Housing Tax Credits, permanent mortgage, State HOME Funds, Federal
Home Loan Bank Des Moines AHP, deferred development fee, and Tax
Credit Equity.
Revenue Bonds
There are no plans to issue revenue bonds for revitalization projects in this
area.
Relocation
No relocation is expected due to rehabilitation since the only structure on the
property is currently vacant.
Should relocation occur as a result of rehabilitation in the proposed district,
the person(s) causing a qualified tenant to be displaced shall pay all of the
relocation costs of the tenant as a condition for receiving a tax -exemption
under Iowa Code Section 404.3. "Qualified tenant" 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
since one year prior to the city's adoption of this plan pursuant to Iowa Code
Section 404.2.
[Type here]
Qualification of Areas
The Lange Estate Urban Revitalization District Area, for purposes of this
initiative, is an area bounded by Pennsylvania Avenue to the south, and is
adjacent to the rear lot -lines of single-family residences along Carter Rd to
the north. Applewood Senior Housing Projects I, II, and III extend east along
Pennsylvania Avenue. To the west, zoning allows commercial property.
The proposed development of Applewood Phase IV Senior Housing Project
is a Planned Unit Development for a building with 60 residences. The
property had previously been used by the Lange Family as an orchard for
many years. The property around the Lange property has been developed
for single family residential, commercial, and the first three phases of
Applewood Senior Apartments.
Information provided by the City Assessor's Office indicates that this area
contains one single family residence valued at $180,230. The single-family
home in the proposed district is currently vacant and in a state of disrepair.
Revitalization Program
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, is eligible to receive a one hundred percent
exemption from taxation on the actual value added by the improvements.
The exemption is for a period of ten years. The property tax exemption
will be in accordance with the Code of Iowa, Chapter 404.3(4), providing
for a ten-year, 100% exemption of the actual value added by the
improvements.
b) "Qualified real estate" means real property, other than 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
[Type here]
and not assessed as residential property, increased the actual value of the
buildings to which the improvements have been made by at least fifteen
percent. "Qualified real estate" also means land upon which no structure
existed at the start of the new construction, which is located in a
designated revitalization area and upon which new construction has been
added during the time the area was so designated.
c) Property tax exemption shall be available only for new construction within
the designated area. "Actual value added by improvements" means the
actual value added as of the first year for which the exemption was
received. To qualify for exemption, improvements to qualified real estate
must increase the value of the property by ten percent for real property
assessed as residential property or fifteen percent for land upon which is
located more than one building and not assessed as residential property,
increase the actual value of the buildings to which the improvements have
been made by at least fifteen percent.
d) Any improvements that were assessed before the area was officially
designated will not be eligible for exemption. Improvements begun prior to
one year prior to the area becoming designated will not be eligible for
exemption.
e) Improvements must result in that structure meeting applicable building,
plumbing, mechanical, electrical, and other code requirements of the City
of Dubuque.
f) The actual value of the improvements must result in an increase in
assessed value as stated above in (b). Each year an application is made
for tax exemption, the assessed value must have increased in that year by
the required percentage.
g)
The designation of the Lange Estate Urban Revitalization Area will remain
in effect for five (5) years from designation. All existing exemptions will
continue until their previously established expiration date. Upon repeal of
the ordinance establishing this revitalization area, all existing exemptions
would continue until their previously established expiration date.
[Type here]
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 1st 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.
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 1st, 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
[Type here]
decision may be appealed to the local board of review at the time
specified in Iowa 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.
f) 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.
Conclusion
The proposed urban revitalization district will assist the development of
affordable housing for vulnerable populations by providing needed housing
units for seniors in Dubuque. After the ten-year abatement period lapses on
these projects, the full assessed value of the rehabilitation property will go on
the tax rolls to the benefit of the entire community.
F:\USERS\CDBG\Urban Revite\Petitions for Districts\Applewood IV 2016\Lange Estates Urban
Revit Plan.doc
Exhibit A: Location of Urban Revitalization District
I 1..
1 F 1on
r
1 lY 1-
1-2-2 NE1i4
89N--2E
a•,r
1
iE1t4:SE1/4-`t-r_,.- J7,71
'�-4I-E tea AVj:n ao.
Q- 1!
MEWS `
4•
1
3336 1575
1871
18E5 6 32130
8
1861
1855
3270
Exhibit 8: Current Zoning
3255 3254 324c UR REN ZQNI G ,fl1
4837 1835 1843 1645 1647 1849 1653 1855
CARTER RO
1836 1838 1840 1842 1844 1846 185s 1
,.r {f+
• 1 �i II, 1693 =e:�
1;1
•
1 '3 1 :117--i
• 14
4 - att1:t-! r. - ..74.:1 en ' 3277
IjasA '1 3
_ $ ,1
9275
PENNSy!VAN1A AVE
3270 3260
3276
3273
3265
1693
657
1861
1E63
1862
1550
1865
1864
60 3153
1867
1856
1871
— - _ —
1694 1695 1694
1671 O 1674 1675
a
5 11)4 .... .e.,..a
1643 W
li 1645
W
1621 1626
1ENSINGTON P1.
it
S_1 pT5
.i/ 3278 3274
1j
K
1611
1612
1606
1625
1670
1640
1620
1879 64.
1865
1870
1E6,3
1878
1876
1374
1872
.47
3125
1695
1673 a
0
z
1641 cc
1615
Du t�vE
II,v:eT>:i!yn: I
11386
1755
1750
3035
1690
306C
1650
1630
3025
303-
1600
3045
1560
[Type here]
Exhibit C: Current Land Use
sp
1
SFI j SF SF SF
x.
SF
SF SFCURREI4T LAND USE TVIAP
sF
SF
SF SF
SF SF SF SF SF SF SF
'EE:RY OF CG u
DU FIIiQ OF i"I `,
r:I•iciY 0.11(. Ora
Legend
Current Land Use
Commercial
Multiple -Family
Office
Single -Family
Vacant
]3Co-1F,.0car :�:5s_ sg:r. t o DWif.f A
12
economic prosperity
CITY FISCAL GOALS
must address the allocation of limited available resources among
competing interests, departments, activities, and programs. These goals
should develop an acceptable balance of costs and services with respect
to quality, quantity, and financing. City fiscal goals should emphasize
policy and budget objectives, demands on and accomplishments of City
governmental units and alternative funding and service Ievels.The
purpose of these City Fiscal goals is to help focus on the major policy
decisions of what services City government will provide, who will pay for
them and the implications of such decisions in achieving the goals in all
elements of the Comprehensive Plan.
goal ONE
To promote the fiscal soundness and viability of City
government operations.
1.1 Consider using nonrecurring revenues only to fund
nonrecurring expenditures.
1.2 Maintain and strive to upgrade the City's bond rating.
1.3 Monitor changing conditions, trends and legislation
as it impacts the City's fiscal position and promote
appropriate fiscal policy and guidelines to maintain
the City's sound fiscal condition.
1.4 Identify and evaluate revenue alternatives to City
property tax.
1.5 Minimize program costs by using sound purchasing
practices.
1.6 Minimize program costs by using sound risk
management practices.
1.7 Maintain adequate reserves to positively impact bond
rating and provide flexibility to implement projects as
opportunities come up.
1.8 Use City Council goals and priorities to guide
budgeting process.
goal TWO
To communicate the City's fiscal management process
in language understandable to the general public.
2.1 Continue to refine the Citizens Guide to the Budget.
2.2 Encourage increased public participation throughout
the budget process.
2.3 Continue to help citizens understand local
government financing, such as the allocation of
property tax asking between the City, County and
schools.
z.4 Strive to meet state and national standards for the
City's budget presentation.
goal THREE
To provide reports and financial data that are
accurate, timely, and meaningful and which satisfy the
need for sound fiscal policy formulation, efficient City
management and full disclosure of City finances.
3.1 Base all financial reports on generally accepted and
appropriate accounting principles.
3.2 Continue to meet national standards for the City's
annual financial report, set by the Government
Finance Officers Association.
3.3 Continue to meet Municipal Treasurers' Association
requirements to have the written investment policy
certified.
goal FOUR
To minimize the impact of economic swings on the
City's operating budget.
4.1 Promote economic development efforts to expand
and diversify the property tax base and to improve
and/or implement "growth" revenues for the City.
q.z Consider allocating revenue sources sensitive to
economic conditions primarily to deferrable capital
economic prosperity
13
improvement projects, when possible, to allow the
City to maintain a steady revenue stream to fund
operating expenses.
goal FIVE
To emphasize the use of fees and user charges to
maintain existing City services and reduce reliance
on local property taxes while remaining sensitive
to program access, affordability, and availability for
those with low or moderate incomes or disabilities.
5.1 Pursue federal, state and private funding to help
finance City services and minimize the property tax
burden, but avoid service orfunding commitments
after such outside funding ends.
5.2 Explore options for alternative revenue sources to
property taxes.
5.3 Promote access to and affordability and availability
of essential City services to low and moderate income
persons and persons with disabilities.
5.4 Establish reasonable user fees and charges for
services where appropriate, so that those who utilize
or directly benefit from a City service activity or
facility also help pay for it.
5.5 Strive to maximize return on City leases.
goal SIX
To improve City government productivity and service
delivery and identify alternative means of service
delivery.
6.1. Review all City services and programs for operational
efficiencies to improve service levels and delivery,
and/or to implement cost containment measures.
6.2 Review all City boards and commissions on a periodic
basis to identify possible changes for improved
performance.
6.3 Identify additional City government activities where
volunteers could supplement City employees,
or where services could be "spun off" to non -
government groups or sponsors.
6.4 Utilize employee involvement as a means to improve
productivity and service delivery.
6.5 Encourage citizen input to help identify productivity
and service delivery needs.
6.6 Explore opportunities for cost -saving regional sharing
of City services.
goal SEVEN
To determine the work effort required and the costs
to meet increased service delivery requests and/or
mandates.
7.1 Support changes in federal and state laws to eliminate
or reduce unfunded mandates.
7.2 Identify and forecast impacts, options, and realistic
annual and long-term maintenance and operational
costs and responsibilities early in the budgeting
process for each service request or mandate.
7.3 Consider new City services primarily when either
additional revenues or expenditure reductions are
demonstrated, or when mandated by state or federal
law.
7.4 Focus City policy decisions on what services the
City will provide, who will pay for them, and the
implications of such decisions.
goal EIGHT
To make decisions on achieving goals in all elements
of the Comprehensive Plan based on competition for
and distribution of limited resources.
8.1 Continue to encourage citizen participation in the
City's comprehensive plan and budget process.
8.2 Use the community visioning process and the
comprehensive planning process to assist the City
Council, City administration, and community leaders
in setting priorities for implementation.
8.3 Establish a plan for distribution of limited resources
based on the City Council's goals and priorities.
goal NINE
To examine public and private funding sources and
alternative means to accomplish goals in all elements
of the Comprehensive Plan.
9.1 Collaborate with members of the community to
implement City Council goals and priorities.
9.2 Identify public and private funding sources, and
altemative means to accomplish goals for which
the City government has direct authority and
responsibility.
9.3 Encourage other area service providers, private
entities and community leaders to identify private
funding and other similar means to realize goals
within their areas.
STATE OF IO\\ , A {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: February 05, 2016, and for which the charge is $17.22.
Subscribed to before me, a Notary Public in and for Dubuque County, Iowa,
this day of 20 // .
PUBLIC IlEAl/ING
Lange Estate Llrbasf
Revitalization Area
Plan
The Dubuque City
Council will hold a pub-
lic hearing on Monday
March 7, 2016 at 6:30
p.m. in the City Council
Chambers,2nd Floor,
Historic Federal Build-
ing, 350 West 6th
Street, Dubuque, lowa
52001 to obtain com-
ments front citizens
relative to the pro-
posed Lange Estate Ur-
ban Revitalization Area
Plan.
The Plan will establish
the Lange Estate Urban
Revitalization Area for
the purpose of afforda
ble senior; !rousing at
32-75 Pennsylvania Ave-
nue, Dubuque, IA
52ualified
001. Improvements,
including j new con-
struction, to q
property within the
designated area may
receive a total or parti-
al exemption from
property taxes for a
specified number of
years.
The Large Estate Ur-
ban Revitalization Area
Plan is available' for
public inspection in the
office of the City
at City Hall, 50 WClerkest
13th Street, Dubuque,
Iowa and on City of
Dubuquewebsithete www
cityofdubuque,orgjurb
anrevltalzation.
Comments regarding
the ro en d Plan may (owa 52041 56�
cer -
otary Public in and for Dubuque County, Iowa.
PbPitt d be 4100 e 1 k«c
is 5tl^
16.
fore t e �me o' u
public hearing to the pu
City Clerk, 50 West ofi"
73th street, Dubuque, It2
bere ml e on or or c y
h t" f the d buque.org.
bushed th
ebruary r0
/5
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: February 19, 2016, and for which the charge is $30.71.
Subscribed to before me, a Notary Public in and for Dubuque County, Iowa,
this3 day of �r'� , 20 /6
No ary Public in and for Dubuque County, Iowa.
n �aslk a; 6:
CO iiilTh Numb,^,r 15 88
rr:R. 1 9ro MI
CITY OF DUBUQUE,
IOWA
OFFICIAL NOTICE
NOTICE OF PUBLIC
HEARING OF THE `I
CITY", COUNCIL OF
THE CITY OF DUBU-
QUE, IOWA, ON THE
MATTER OF THE
ADOPTION OF A
PROPOSED URBAN'',
REVITALIZATION PLAN
FOR THE LANGE
ESTATE URBAN REVI-
TALIZATION PLAN
Public notice is
hereby given' that the
Council of the City 6f
Dubuque, Iowa, will
hold a public hearing
on 1 March 7, 2016, at
6:30 p.m., ; in the
Historic Federal Build-
ing, 350 West .6th
Street, Dubuque, Iowa,
at which meeting the
City Council proposes,',
to take action on the
adoption of, an urban
' revitalization plan de-
signated as the Urban
Revitalization 'Plan for.
the Lange Estate (the
"Plan") under the
authority of Chapter
404, Code of Iowa, as
amended.
The property ;which
comprises the 'revital-
ization ` area within
which the Plan shall be
applicable is legally
described as tot. Two
of Lange Estate in the
County of Dubuque,
City of Dubuque, Iowa,.
according to the
recorded plat thereof.
i (Applewood IV)
Chapter 404, Code of
Iowa, as amended, and
the Plan authorize the
City to make property
tax exemptions for
property on which
improvements "' have
been made.
Any persons
interested may appear
at said meeting of the
City Council , and pre-
sent evidence for or
against the adoption of
the. Plan. The proposed
Plan is on file in the''.
office of the City Clerk
and available for public
inspection or copying
during regular office
hours.
Written comments
regarding; the above
public hearings may be
submitted to the City
Clerk's Office on or
before said time of ;'
public hearing at 50 W.
13th Street, or
ctyclerk@cityofdubuqu
e.org. At said time and
place of public
hearings all interested
citizens and parties
will be given an
opportunity to , be
heard for or against
said proposal.
Any visual or hearing
impaired persons need-
ing special assistance
or persons with special
accessibility needs
should contact the City
Clerk's Office at (563)
589-4100 or TDD (563)
690-6678 at least 48
hours prior to the
meeting.
This notice is given by
order of the City
Council of the City of
Dubuque, Iowa.
Dated..tbis,19th
February, 2016 R'
Kevin Firnstahl:city,
Clerk of Dubuque, Iowa
'1't 2/19
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: February 19, 2016, and for which the charge is $30.71.
Subscribed to before me, a Notary Public in and for Dubuque County, Iowa,
this a34.," day of ��y1 , 20 /6 .
No`fary Public in and for Dubuque County, Iowa.
Y ^o - hump r 151-8E5
CITY OF DUBUQUE,
IOWA
OFFICIAL NOTICE
NOTICE OF PUBLIC
HEARING OF THE
CITY COUNCIL OF
THE CITY OF DUBU-
QUE, IOWA, ON THE
MATTER OF THE
ADOPTION OF A
PROPOSED URBAN
REVITALIZATION PLAN
FOR THE LANGE
ESTATE URBAN REVI-
TALIZATION PLAN
Public notice is
hereby given that the
Council of the City bf
Dubuque, Iowa, will
hold a public hearing
on March 7, 2016, at
6:30 p.m., in the
Historic Federal Build-
ing, 350 West 6th
Street, Dubuque, Iowa,
at which meeting the
City Council proposes
to take action on the
adoption of an urban
revitalization plan de-
signated as the Urban
Revitalization Plan for
the Lange Estate (the
"Plan") under the
authority of Chapter
404, Code of Iowa, as
amended.
The property which
comprises the revital-
ization area within
which the Plan shall be
applicable is legally
described as Lot Two
of Lange Estate in the
County of Dubuque,
City of Dubuque, Iowa,
according to the
recorded plat thereof.
(Applewood IV)
Chapter 404, Code of
Iowa, as amended, and
the Plan authorize the
City to make property
tax exemptions for
property on which
improvements have
been made.
Any persons
interested may appear
at said meeting of the
City Council and pre-
sent evidence for or
against the adoption of
the Plan. The proposed
Plan is on file in the
office of the City Clerk
and available for public
inspection or copying
during regular office
hours.
Written comments
regarding, the above
public hearings may be
submitted to the City
Clerk's Office on or
before said time of
public hearing at 50 W.
13th Street, or
ctyclerk@cityofdubuqu
e.org. At said time and
place of public
hearings all interested
citizens and parties
will be given an
opportunity to be
heard for or against
said proposal.
Any visual or hearing
impaired persons need-
ing special assistance
or persons with special
accessibility needs
should contact the City
Clerk's Office at (563)
589-4100 or TDD (563)
690-6678 at least 48
hours prior to the
meeting.
This notice is given by
order of the City
Council of the City of
Dubuque, Iowa.
Dated this 19th day:..•
February, 2016.
Kevin Firnstahl, City
Clerk of Dubuque, Iowa
1t 2/19