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HomeMy WebLinkAbout2016-1101 Council Agenda PACKET CITY OF ASHLAND importan Any citizen may orally address the Council on non-agenda items during the Public Forum. Any citizen may submit written comments to the Council on any item on the Agenda, unless it is the subject of a public hearing and the record is closed. Time permitting, the Presiding Officer may allow oral testimony. If you wish to speak, please fill out the Speaker Request form located near the entrance to the Council Chambers. The chair will recognize you and inform you as to the amount of time allotted to you, if any. The time granted will be dependent to some extent on the nature of the item under discussion, the number of people who wish to speak, and the length of the agenda. AGENDA FOR THE REGULAR MEETING ASHLAND CITY COUNCIL November 1, 2016 Council Chambers 1175 E. Main Street Note: Items on the Agenda not considered due to time constraints are automatically continued to the next regularly scheduled Council meeting [AMC 2.04.030.E.] 7:00 p.m. Regular Meeting 1. CALL TO ORDER II. PLEDGE OF ALLEGIANCE III. ROLL CALL IV. MAYOR'S ANNOUNCEMENTS V. APPROVAL OF MINUTES 1. Study Session of October 17, 2016 2. Executive Session of October 17, 2016 3. Business Meeting of October 18, 2016 VI. SPECIAL PRESENTATIONS & AWARDS None VII. PUBLIC FORUM Business from the audience not included on the agenda. (Total time allowed for Public Forum is 15 minutes. The Mayor will set time limits to enable all people wishing to speak to complete their testimony.) [15 minutes maximum] VIII. CONSENT AGENDA 1. Minutes of boards, commissions, and committees 2. Endorsement of Brava! Opera Theater and James M. Collier Young Artist Program for the purpose of hanging a banner 3. Liquor license application for Geoffrey Cutler dba Cranbrook Farm 4. Appointment of Thomas Fuhrmark to the Public Art Commission 5. 5th quarterly financial report of the 2015-17 biennium COUNCIL MEETINGS ARE BROADCAST LIVE ON CHANNEL 9, OR ON CHARTER CABLE CHANNEL 180. VISIT THE CITY OF ASHLAND'S WEB SITE AT WWW.ASHLAND.OR.US 6. Intergovernmental agreement with Southern Oregon University for research services IX. PUBLIC HEARINGS (Persons wishing to speak are to submit a "speaker request form" prior to the commencement of the public hearing. Public hearings shall conclude at 9:00 p.m. and be continued to a future date to be set by the Council, unless the Council, by a two-thirds vote of those present, extends the hearing(s) until up to 10:30 p.m. at which time the Council shall set a date for continuance and shall proceed with the balance of the agenda.) None X. UNFINISHED BUSINESS None XI. NEW AND MISCELLANEOUS BUSINESS 1. Discussion of questions to be addressed for the purpose of clarifying the 10x20 ordinance X1 1. ORDINANCES, RESOLUTIONS AND CONTRACTS 1. Second reading by title only of an ordinance titled, "An ordinance repealing and replacing AMC Chapter 6.40 by adoption of state and county regulation" XIII. OTHER BUSINESS FROM COUNCIL MEMBERS/REPORTS FROM COUNCIL LIAISONS XIV. ADJOURNMENT OF BUSINESS MEETING In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Administrator's office at (541) 488-6002 (TTY phone number 1-800-735-2900). Notification 72 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to the meeting (28 CFR 35.102-35.104 ADA Title 1). COUNCIL MEETINGS ARE BROADCAST LIVE ON CHANNEL 9, OR ON CHARTER CABLE CHANNEL 180. VISIT THE CITY OF ASHLAND'S WEB SITE AT WWW.ASHLAND.OR.US City Council Study Session October 17, 2016 Page 1 of 4 MINUTES FOR THE STUDY SESSION ASHLAND CITY COUNCIL Monday October 17, 2016 Siskiyou Room, 51 Winburn Way Mayor Stromberg called the meeting to order at 5:31 p.m. in the Siskiyou Room. Councilor Rosenthal, Morris, Marsh, Seffinger, and Voisin were present. Councilor Lemhouse was absent. 1. Public Input Huelz Gutcheon/2253 Highway 99/Spoke on financing solar panels and timeliness for panel installation. 2. Look Ahead review City Administrator Dave Kanner reviewed items on the Look Ahead. 3. Status update on the feasibility study for the replacement of city hall Public Works Project Manager Kaylea Kathol introduced Dana Ing-Crawford from Ogden Roemer Wilkerson Architecture (ORW) who provided a feasibility study on replacing City Hall. ORW looked at three sites, the current location of City Hall, the Community Development Building, and the parking lot on Lithia Way and North Pioneer Street. They created five design options, gathered public input and developed cost models. A presentation included: Space Needs for City Hall and Community Development: • Year 2021: 23,017 square feet • Year 2031: 23,472 square feet Option 1: City Hall Expansion: New Construction - DETERMINED NOT FEASIBLE • Consolidate functions of City Hall and Community Development at City Hill site, all new construction Option 2: City Hall Expansion: Preserving Historic Features - DETERMINED NOT FEASIBLE • Consolidate functions of City Hall and Community Development at City Hall site, mostly new construction and preserve majority of north and west historic walls Option 3: Community Development Expansion - FEASIBLE • Consolidate functions of City Hall and Community Development at Community Development site, 2 level vertical expansion on top of original Hillab Temple structure • Considerations: o Area needed: approx. 23,500 SF o Area available: approx. 22,070 SF o Maintain existing first floor plus 2 new levels o Consolidation enhances public convenience & governmental efficiency o Larger floor plate increases usable space & flexibility o Maintain location of Community Development functions o Maintain existing off-street parking & recycling area o Maintain existing public access to Alice Peil Walkway & public restrooms o Move City Hall functions to Community Development site o Relinquish City Hall Building to original owners or maintain for alternate City use o Requires temporary staff relocation during construction o Community Development within Hosler Dam inundation zone o Inadequate parking for public visitors and staff Option 4(a): City Hall Expansion + Community Development Reconfiguration - FEASIBLE • Maintain majority of city hall functions at City hall in an expanded 3 story building + moderate reconfiguration of Community Development Building City Council Study Session October 17, 2016 Page 2 of 4 • Considerations: o Area needed: approx. 23,500 SF o Area available: approx. 24,500 SF o At City Hall provide basement plus 3 levels, can be new construction or preserve historic walls o Provide minor reconfiguration of Community Development for future growth o Maintains dispersed city services, not as efficient for staff productivity o Maintains ownership of both buildings o Maintains location of City Hall & Community Development functions o Relocate large meeting room, leased storage spaces, and Community Development archives to City Hall o Only City Hall requires temporary staff relocation during construction o Downtown construction may impact tourism and traffic flow o City Hall and Community Development are within Hosler Dam inundation zone o Inadequate parking for public visitors & staff Option 4(b): City hall Expansion + Community Development Reconfiguration - FEASIBLE • Maintain majority of City Hall functions at City hall in an expanded 3 story building + moderate reconfiguration of Community Development Building • Considerations: o Area needed: approx. 23,500 SF o Area available: approx. 24,500 SF o At City Hall provide basement plus 3 levels, can be new construction or preserve historic walls o Provide minor reconfiguration of Community Development for future growth o Maintains dispersed city services, not as efficient for staff productivity o Maintains ownership of both buildings o Maintains location of City Hall & Community Development functions o Relocate large meeting room, leased storage spaces, and Community Development archives to City Hall o Only City Hall requires temporary staff relocation during construction o Downtown construction may impact tourism and traffic flow o City Hall and Community Development are within Hosler Dam inundation zone o Inadequate parking for public visitors & staff Option 5: New Construction at Lithia Way & North Pioneer - FEASIBLE • Consolidate functions of City Hall and Community Development at Lithia Way and North Pioneer parking lot • Considerations: o Area needed: approx. 23,500 SF o Area available: approx. 26,135 SF o New 2 level building w/ 2 levels of underground parking o Consolidation enhances public convenience & governmental efficiency o Largest floorplate increases useable space & flexibility o Maintains existing public parking o Reduces downtown parking demand by providing code required parking for new building o Access easement to adjacent property o Relinquish City Hall Building to original owners or maintain for alternate City use o Sell Community Development Building to offset project costs o Eliminates temporary staff relocation during construction o Site outside of Hosler Dam inundation zone Public Involvement - Process Advertising: • City Council Announcements City Council Study Session October 17, 2016 Page 4 of 4 3. Cost should trump my rankings - 3 Cost Model - Design Assumptions 1. Exterior materials of brick veneer, some storefront and curtain wall, moderate civic features (e.g. wood soffit), solar panels on roof 2. Structure for standard options is steel, complying with OSSC standard building code (not Essential Facility). Structural alternate includes surcharge for upgrading to essential facility 3. Interior materials similar to class A office space 4. For option 5 underground parking, can be fireproofed steel or concrete, and ventilated 5. Assume 2000 SF of compact storage Council was interested in the cost on reinforcing the Community Development building seismically and reinforcement costs to add a floor. Ms. Ing-Crawford would find out if Community Development employees needed to relocate during construction. Other Council comment thought Council should determine how much they wanted to combine staff functions first then design the projects. City Administrator Dave Kanner initially understood tearing down City Hall and rebuilding would cost less than a seismic retrofit, and the study proved that was not the case. Council needed to think about the options and resume discussion in the future on next steps. The seismic retrofit was less expensive at $4,500,000 to $5,000,000 but did not improve efficiencies. Mr. Kanner went on to address objections received from Council members regarding his recruitment of an Assistant City Administrator/Finance Director instead of an Administrative Services Director/Finance Director. He noted an email he had received from former Council member Dennis Slattery and of which had been sent to Council, which adamantly stated hiring an Assistant City Administrator (ACA) should be a Council decision. Mr. Kanner explained City code made it clear the City Administrator had the authority to create and classify positions as an administrative function. However, he had no desire to engage in an argument if Council majority disagreed with this authority. Mr. Kanner clarified he was not implementing the reorganization plan he had presented to Council earlier this year during the Council Goal Session. Council commented that having the authority to make unilateral decisions did not necessarily mean the City Administrator should make them without discussing the matter first with Council. Other comments included questions on hiring an ACA when the City currently had the knowledge and expertise in other department heads. It was said that it would be problematic from an organizational and cultural point of view. Majority of council voiced their desire to keep the Finance Director and ACA positions separate. Council directed staff to keep to the recruitment of hiring an Administrative Services Director/Finance Director instead of Assistant City Administrator/Finance Director. Meeting adjourned at 7:19 p.m. Respectfully submitted, Dana Smith Assistant to the City Recorder City Council Business Meeting October 18, 2016 Page 1 of 5 MINUTES FOR THE REGULAR MEETING ASHLAND CITY COUNCIL October 18, 2016 Council Chambers 1175 E. Main Street CALL TO ORDER Mayor Stromberg called the meeting to order at 7:00 p.m. in the Civic Center Council Chambers. ROLL CALL Councilor Voisin, Morris, Lemhouse, Seffinger, Rosenthal.. and Marsh were present. MAYOR'S ANNOUNCEMENTS Mayor Stromberg announced vacancies on the Public Arts Commission, the Citizens Budget Committee, and the Municipal Audit Commission. Deadline for applications on the Citizens Budget Committee and the Municipal Audit Commission was November 11, 2016. Mayor Stromberg commented on the prior week's storm warning and the City's response by opening Pioneer Hall as an inclement weather shelter for the homeless. He acknowledged Housing and Human Services Commission member Heidi Parker and her efforts regarding the shelter and assisting the homeless community as well as City Administrator Dave Kanner for coordinating with Ms. Parker. He went on to thank the individual volunteers who participated in the weekend shelter. Ms. Parker added it took almost two days to schedule volunteers and described the community effort. She suggested Council hire a non- volunteer agency to coordinate emergency shelters. She announced a volunteer training Thursday, October 20, 2016 at 6:30 p.m. at the First Presbyterian Church. Councilor Marsh/Rosenthal m/s to continue the discussion of the Lithia Way and Pioneer Street beautification project to the December 20, 2016 Council agenda or earlier if determined by the City Administrator. Voice Vote: all AYES. Motion passed. Councilor Voisin/Marsh m/s to move the discussion of removing Public Art review and approval requirements from Chapter 18 of the Ashland Municipal Code to the November 15, 2016 Council meeting or earlier based on the City Administrator's schedule. Voice Vote: all AYES. Motion passed. Councilor Lemhouse/Seffinger m/s to add to tonight's agenda under New and Miscellaneous Business a consideration of a settlement proposal in the matter of the October 2015 sewer backup at 288 Morton Street. Voice Vote: all AYES. Motion passed. Councilor Rosenthal/Lemhouse m/s to place the ex-officio appointment of Claire Pryor to the Climate Energy Action Plan ad hoc Committee on the agenda as topic 43 under New and Miscellaneous Business. Voice Vote: all AYES. Motion passed. APPROVAL OF MINUTES The minutes of the Study Session of October 3, 2016 and Business Meeting of October 4, 2016 were approved as presented. SPECIAL PRESENTATIONS & AWARDS 1. Annual presentation by the Public Art Commission Public Arts Commission Chair Sandra Friend commented on the art selection process for the Gateway Island Project and some community response suggesting a public vote to select public art. The Commission followed the process as stated in Ashland Municipal Code (AMC) 2.29. The Commission asked Council City Council Business Meeting October 18, 2016 Page 2 of 5 to confirm they wanted the Commission to follow the process as described in the code and support the process when the recommendation for the Theatre Corridor art project came before Council in 2017. She went on to provide updates on the following projects: • City Entry signs • Calle Guanajuato Mural • Proposed changes to City Ordinance that affects the Public Arts Commission • Finalized the Mural Guidelines and Process • Art in the watershed • 2017-2020 Public Arts Commission Strategic Plan Councilor Rosenthal thanked the Commission for their efforts, and commented on the unnecessary negative commentaries by those that did not participate in the public process. Councilor Lemhouse also commented on the process and thanked the Commission. Councilor Seffinger voiced her appreciation as well. 2. Presentation regarding municipal stormwater discharge permit update Water Conversation Specialist Julie Smitherman explained the City's current stormwater discharge permit (MS4) had expired. The Department of Environmental Quality (DEQ) was in the process of drafting new MS4 permit rules for the next five-year permit period. Presently the process was on hold to allow input from the Homebuilders Association. The new rules will increase municipalities' responsibilities through over counter discussion, public outreach and education, reporting, monitoring, and ongoing maintenance. City staff was working with several regional entities including Stormwater Advisory Team (SWAT) and the Association of Clean Water Agencies. New rules included inspecting, mapping, and cleaning 20% of the City's stormwater conveyance system within the five-year permit period. Other rules required the City to implement a construction inspection program to inspect any site over 5,000 square feet. Another requirement was annually testing all outfalls, catch basins, bio swales, and infiltration basins. The Rogue Valley Council of Governments would help with outreach and education efforts. SWAT would revise a Local Improvement District (LID) template to make it specific to the Rogue Valley. Staff projected a budget increase of approximately $205,000 annually with a one-time $23,000 expense. Public Works Director Mike Faught explained they had not discussed recapturing costs at this point and clarified grants may not be an option. This was the early stage with projections based on impacts to the City. Regional assistance could not be determined at this time. PUBLIC FORUM Louise Shawkat/870 Cambridge Street/Submitted a document into the record and spoke regarding her concern for the climate and the risk of ecological, economic and social collapse due to C02 concentration. Jeff Sharpe/557 Fordyce Street/Submitted a document into the record and shared clarifications on the petitioners' intent to the questions staff delivered to the Climate Energy Action Plan ad Hoc Committee on October 15, 2016 concerning the 10x2020 ordinance. He requested Council add a discussion at this meeting to clarify their intent accepting the 10x2020 as written by the petitioners. CONSENT AGENDA 1. Minutes of boards, commissions, and committees 2. Appointment of Nathan Lewis to the Forest Lands Commission 3. Appointment of Asa Cates to the Tree Commission 4. Approval of a public contract exceeding $75,000 for Hosted Credit Card Payment System (interfaced to Tyler Technologies - MUNIS) City Council Business Meeting October 18, 2016 Page 3 of 5 5. Liquor license application for Stoel Rives, LLP dba ARCO AMIPM 6. Approval of a change order in excess of 25% for reservoir sediment removal Councilor Voisin pulled Consent Agenda item #6 for discussion. Engineering Services Manager Scott Fleury explained the City instigated the change order. The request to use biodegradable oil was not in the original agreement. Project Manager Kaylea Kathol further explained it was an oversight. She went on to clarify accurate sediment estimations under water were inherently difficult to achieve and that was part of the change order. Councilor Seffinger/Rosenthal m/s to approve the Consent Agenda items. Voice Vote: all AYES. Motion passed. PUBLIC HEARINGS None UNFINISHED BUSINESS 1. Continued discussion of Lithia Way/Pioneer Street beautification project Postponed until the December 20, 2016 Council meeting or earlier. NEW AND MISCELLANEOUS BUSINESS 1. Remove public art from Chapter 18 Postponed until the November 15, 2016 Council meeting or earlier. 2. Consideration of a settlement proposal in the matter of the October 2015 sewer backup at 288 Morton Street City Attorney Dave Lohman explained the City had been trying to reach accord with Mrs. Shaffer, Mr. Behncke, and Mr. Elmore on appropriate compensation related to the sewer back up at 288 Morton Street. They now had a settlement on the table. It was a compromise and no one was completely satisfied but it avoided the costs, risks, and rancor of a trial. The settlement proposal was $341,000, the bulk provided by the City's insurer and the rest coming from the Wastewater Fund. Subject to reaching a consensus on the final wording of the settlement agreement, he recommended Council approve settling at this amount. Councilor Lemhouse/Marsh m/s Council approval to accept a settlement offer in the amount of $341,000 to resolve threatened litigation over the October 2015 sewer backup at 288 Morton Street, subject to staff s ability to attain consensus on final wording of a written settlement agreement. DISCUSSION: Councilor Lemhouse explained Council had discussed the matter extensively in an Executive Session. This was an appropriate settlement offer and he appreciated the efforts of Mr. Lohman and his staff. Councilor Marsh agreed with Councilor Lemhouse. Mayor Stromberg commented further on Mr. Lohman's work and expertise in general. Mr. Lohman responded the matter was hard work on all sides. It was difficult to compromise, again not satisfactory to everyone but he appreciated reaching this point in the process. Councilor Seffinger explained due to litigation, Council was advised not to make any public comments. She now offered words of comfort and support to the Shaffer's as a survivor of an event that ruined her house. Roll Call Vote: Councilor Seffinger, Marsh, Voisin, Lemhouse, Rosenthal, and Morris, YES. Motion approved. 3. Ex-officio appointment of Claire Pryor to the Climate Energy Action Plan ad hoc Committee Councilor Rosenthal explained the Climate Energy Action Plan ad hoc Committee had two Ashland High School student members, Sara Lasoff and Isaac Bevers. Ms. Lasoff recently moved on to college. Claire Pryor, a junior at Ashland High School would fill Ms. Lasoffs vacancy. Mayor Stromberg asked for a motion to confirm his appointment of Ms. Pryor. City Council Business Meeting October 18, 2016 Page 4 of 5 Rosenthal/Lemhouse m/s to approve the Mayor's appointment of Claire Pryor to the Climate Energy Action Plan ad hoc Committee as an ex-officio member. Voice Vote: all AYES. Motion approved. ORDINANCES, RESOLUTIONS AND CONTRACTS 1. First reading by title only of an ordinance titled, "An ordinance repealing and replacing AMC Chapter 6.40 by adoption of state and county regulation" and move to second reading Deputy Fire Chief Dave Shepard explained Oregon Revised Statute 682 required local governments to comply with their county plan regarding ambulance services. Ashland Fire & Rescue found that Ashland Municipal Code Chapter 6.40 was redundant and in several places did not comply with the county plan. Staff recommended repealing outdated wording and replacing it with language that complied with current county and state regulations. Councilor Seffinger/Voisin m/s to approve first reading of an ordinance titled, "An Ordinance Repealing and Replacing AMC Chapter 6.40 by Adoption of State and County Regulations" and move the ordinance on to second reading. Roll Call Vote: Councilor Voisin, Marsh, Seffinger, Morris, Lemhouse, and Rosenthal, YES. Motion approved. 2. Approval of a resolution titled, "A resolution authorizing the City of Ashland to provide a city building for a winter shelter two nights per week through April 2017" City Administrator Dave Kanner spoke to a request to find a non-profit agency to provide shelter staffing for the winter shelter. He distributed a solicitation to local non-profit agencies that provided services to the homeless. The only agency expressing interest at this point was Options for Homeless Residents of Ashland (OHRA). Changes to the resolution included increasing occupancy to 42 guests under Section 2(e). Section 4 removed two provisions regarding dogs, the requests for crates and thick plastic on the floor under the dogs. Mr. Kanner noted a correction that removed language regarding children under Section 2(g). He also added language regarding the one male, one female volunteer requirement to notify the City Administrator if a female volunteer was unavailable and there would be two male volunteers instead. Council suggested removing language in Section 3(d) regarding kitchen usage and retain "no cooking" instead. Council expressed concern regarding dogs biting guests. Mr. Kanner suggested the following language change to Section 4(e), "In the event of a dog bite that breaks the skin of an emergency shelter guest, or volunteer, shelter volunteers must notify Jackson County Animal Control and the dog must be quarantined on site until Jackson County Animal Control responds." Councilor Seffinger/Lemhouse m/s to amend Section 4(e) to, "In the event a dog bite breaks the skin of an emergency shelter guest or volunteer, if the dog does not have a rabies vaccination, the dog must be contained in the shelter until Jackson County Animal Control can take the dog." DISCUSSION: Councilor Lemhouse thought shelter volunteers should notify the police if a dog bites a guest or volunteer and let them handle the situation. The Police Department had resources they could use in that situation. Councilor Seffinger agreed with the amendment. Councilor Seffinger withdrew her motion. Councilor Marsh/Seffinger m/s to approve Resolution #2016-18 with noted amendments that include deleting the sentence in Section 2(g) signage regarding children, deleting part of the sentence in Section 3(d) regarding kitchen facilities leaving "no cooking," and in Section 4(e) to read, "Shelter volunteers must notify the Ashland Police Department in the event a dog bite breaks the skin of an emergency shelter guest or volunteer." DISCUSSION: Councilor Marsh appreciated the volunteers City Council Business Meeting October 18, 2016 Page 5 of 5 and their efforts. Councilor Seffinger was more comfortable having a clear policy on what happens in the event of a dog bite. Councilor Lemhouse noted the present Council established the winter shelter due to input from the community and the Homeless Steering Committee. Roll Call Vote: Councilor Rosenthal, Marsh, Seffinger, Morris, Voisin, and Lemhouse, YES. Motion approved. OTHER BUSINESS FROM COUNCIL MEMBERS/REPORTS FROM COUNCIL LIAISONS Councilor Marsh explained the Housing and Human Services Commission would discuss the Housing Trust Fund next week and asked Council for their input. Councilor Lemhouse noted an article in the Daily Tidings on innovative infill strategies from John Fregonese that could help address affordable housing issues. Planning Director Bill Molnar noted a correction in the article that this process has not yet gone to the Planning Commission but would and eventually to Council. Councilor Lemhouse encouraged everyone to attend the last Ashland High School home football game. Councilor Seffinger suggested the Housing and Human Services Commission determine if the Affordable Housing Trust Fund had any ability to decrease land costs. Councilor Voisin noted volunteer training Thursday, October 20, 2016 at 6:30 p.m. at the First Presbyterian Church. She went on to explain the Tree Commission was recommending Council plant a large diameter tree in the Plaza paid for by private donations. ADJOURNMENT OF BUSINESS MEETING Meeting adjourned at 8:24 p.m. Barbara Christensen, City Recorder John Stromberg, Mayor Minutes for the Conservation Commission September 28, 2016 Page 1 of 3 MINUTES FOR THE ASHLAND CONSERVATION COMMISSION Wednesday, September 28, 2016 Siskiyou Room, 51 Winburn Way 1. Call to Order Chair Bryan Sohl called the meeting to order at 6:00 p.m. Commissioners Jaime Rosenthal, Risa Buck, James McGinnis, Roxanne Beigel-Coryell, and Mark Weir were present. Councilor Rich Rosenthal and staff member Adam Hanks were present. Commissioner Cara Cruickshank arrived late. Commissioner Marni Koopman was absent. 2. Announcements The next commission meeting will be October 26, 2016. Group decided to combine the November and December meetings into one meeting on December 14, 2016. 3. Public Forum Huelz Gutchen - stated cement makes lots of carbons, but the whole world needs to use it until a better option comes up. Recently, people have been building wooden high rises - this is pretty cool. He described the three parts of energy and how 2/3 of our energy signature could be made zero with the use of solar panels, particularly used to run homes and cars. Now we can do zero- net, autonomous, no wire to the outside homes. There are two builders in town who he has talked to who have thought about stopping building until they can learn these new systems. He stated there are two types of homes; those built and those yet to be built. Autonomous homes can be built with the new technology. Energy upgrades are really hard to do, so most folks don't which means it's better to build these things from the start. He hopes that things like energy audits of homes will be required to be on real estate notices. Portland it working to make this a requirement. Once they succeed we can follow their model in creating our ordinance. 4. Reports/ Presentations/ Updates Open Burning Ordinance and Regulations - Fire Marshal Margueritte Hickman gave a presentation regarding the history of our current open burning ordinance and what regulations and permit requirements are involved with open burning in Ashland. Group asked Hickman questions regarding types of vegetation allowed to be burned. Hickman stated that other than woody fuels in the Wildfire Hazard zone, the only other things allowed to be burned are noxious weeds like Himalayan Blackberries. They are allowed to be burned because transporting them increases the possibility of seeds spreading. Commissioner Cara Cruickshank arrived 6:40 p.m. Buck asked questions regarding consideration of alternatives to burning. Hickman stated that as the things which are allowed to be burned are so limited, further reductions have not been seriously considered. Weir asked if the limited amount of permits issued (10 or so per year) an amount that the Fire Department is comfortable with maintaining? Hickman stated that as Ashland's burn permit numbers are so small compared to other towns, she feels they are at an Minutes for the Conservation Commission September 28, 2016 Page 2 of 3 acceptable level. She reminded the group that Ashland continues to offer lots of great wildfire fuels reduction opportunities like the Wildfire Mitigation fuels drop-off days in conjunction with Recology. Group thanked Hickman for her presentation. Quarterly Updates - Group determined that the following quarterly update schedule should be re-started: SOU - October Recology - Nov/Dec combo meeting School - January (only if School Administration is willing to appoint a representative in time) Council Update - Councilor Rosenthal stated that electric rates will be discussed at the October 31 st study session. Group discussed when the liaisons for commissions for 2017 will be determined. Rosenthal stated that he expects this to occur in late January or early February. City Conservation Programs and Operations - Hanks gave information regarding an upcoming update of the BPA energy efficiency implementation manual. In effect, they will be spending more to aid commercial energy efficiency programs and less on residential. 5. Old Business Sneak Preview Column - Hanks stated that due to some timing issues the October edition space was used for the SOCAN and Rogue Climate press release. November is still set to be the, "Meet Your Commissioners" article. December will be a holiday waste reduction article written by Jamie Rosenthal. Group discussed the possibility of using January to give a history and timeline of the CEAP process as a lead up to the Council's consideration of the plan in February. Climate & Energy Action Plan - Sohl stated the open house was good, though there was limited attendance. McGinnis stated he appreciated the way the event was set up which lead to good discussions. He appreciated Rosenthal reiterating that the action plan creation is just the beginning of the process. Group discussed the challenges with attendance - marketing, date, weather, location, "middle-of- process" low-interest, etc. The next open house is December 7th and public meetings continue several times a month between now and then. 6. New Business Earth Bowl - Weir stated that holding the event would be a matter of finding the balance between the effort required to plan it and the payout in educating the community. Group discussed ways to alter the previous event planning to make it more effective/easier to manage on limited time resources. Group expressed concerns that every member of the group may be too busy with other activities to devote enough to make this successful. They did acknowledge that it Minutes for the Conservation Commission September 28, 2016 Page 3 of 3 is a worthwhile event. Hanks stated that Energy Trust is offering kits to middle schools to help with energy efficiency education, which may help the committee feel okay with not devoting their limited resources to the schools. Buck asked if there was a way to partner with Rogue Climate or SOCAN to hold the event? Weir agreed to get in contact with those groups and report back at the next commission meeting. Grey-Water Usage - Buck stated that she was contacted by Molly Winters from Recode, which has been tracking grey-water permits issued in Oregon. 30 have been issued, 11 of which are in Ashland. Group discussed why Ashland has such a large concentration of the permits, what education events were held in the past and how they can possibly help motivate more grey-water use. Cruickshank/Buck m/s to reestablish the grey water subcommittee. Discussion: Buck, Weir, Cruickshank, and Sohl all volunteered to be members of the subcommittee. Voice Vote: all ayes. Motion Passes. Composting Classes - Weir stated that the vermiculture class he taught was attended by eight people and that it went well. Having the class as part of the Parks and Recreation programing seemed to make attendees have more buy-in. Group discussed ways to promote the upcoming classes. 7. Wrap Up Group requested that the following topics be on the upcoming agenda: • SOU Quarterly update • Earth Bowl • Grey Water subcommittee update Meeting adjourned at 7:56 p.m. Respectfully submitted, Diana Shiplet Executive Assistant CITY OF ASHLAND Council Communication November 1, 2016, Business Meeting Endorsement of the Brava! Opera Theater and James M. Collier Young Artist Program for the Purpose of Hanging a Banner FROM: Diana Shiplet, Executive Secretary, shipletd@ashland.or.us SUMMARY The Brava! Opera Theater and James M. Collier Young Artist Program is holding a performance of Don Pasquale at Ashland High School March 17 and 19, 2017. They would like to hang a banner across E. Main Street from March 13-19, 2017. However, per ODOT and City of Ashland regulations, the only banners allowed to be hung across E. Main Street are those for city events or city endorsed events. Council must decide if they will endorse this anniversary for the purpose of hanging the banner. BACKGROUND AND POLICY IMPLICATIONS: City of Ashland and ODOT regulations require that all banners hung across E. Main Street be for city events or city endorsed events. Any non-city event must request endorsement by a city commission with final approval by the Council or must directly request endorsement from the Council in order to qualify for banner hanging. The Brava! Opera Theater's production is not a city event or City commission. At its October 21, 2017 meeting, the Public Art Commission endorsed the Brava! Opera for the purpose of hanging a banner. Brava! Opera is now requesting final endorsement by the Council. COUNCIL GOALS SUPPORTED: N/A FISCAL IMPLICATIONS: Endorsement by the Council does not include waiver of any fees. Brava! Opera Theater and James M. Collier Young Artist Program will be required to pay all fees associated with hanging the banner. STAFF RECOMMENDATION AND REQUESTED ACTION: N/A SUGGESTED MOTION: I move approval of endorsement for the Brava! Opera Theater and James M. Collier Young Artist Program for the purposes of hanging a banner across East Main Street. ATTACHMENTS: E-mail with PAC approval of endorsement request Banner application Page 1 of 1 ~r 1 Diana Shiplet From: Ann Seltzer Sent: Monday, October 24, 2016 2:11 PM To: lorrie@bravaopera.com Cc: Diana Shiplet Subject: RE: Co-Sponsor Reguest from Brava! Opera Hi Lorrie, The Public Art Commission has approved your request to hang a banner. I have included Diana Shiplet in this email who will move your banner request through the rest of the process. Thanks, Ann From: lorrie@bravaopera.com [maiIto: lorrie@bravaopera.com] Sent: Friday, October 07, 2016 2:30 PM To: Ann Seltzer Subject: RE: Co-Sponsor Reguest from Brava! Opera Dear Ann, THANK YOU!!! I just mailed you a hard copy and I am attaching an electronic copy of the letter and our brochure. Thank you so very much for your kind assistance! Sincerely, Lorrie Hall, General Director Brava! Opera Theater and James M. Collier Young Artist Program 541-261-5776 www.bravaopera.com Find us on You Tube Find us on Facebook Original Message Subject: RE: Co-Sponsor Reguest from Brava! Opera From: Ann Seltzer <ann.seltzerCabashland.or.us> Date: Tue, October 04, 2016 1:50 pm To: "Iorrie(abbravaopera.com" <Iorrie0)bravaopera.com> Cc: Sandy Friend <sandyfriend mind.net> Hi Lorrie, Please prepare a letter requesting Public Art Commission co-sponsoring your event so that you can apply for a banner to be hung over Main Street. You can include much of the language from your email below. Please send me the letter no later than Thursday, October 13. I will add your request to the agenda for the Public Art Commission for their October 21 meeting. Thanks, Ann i From: Iorrie@bravaopera.com [mailto;lorrie@bravaopera.com] Sent: Wednesday, September 28, 2016 5:51 PM To: sandV@grapestreetdesign.com; Ann Seltzer Subject: Co-Sponsor Reguest from Brava! Opera B R A" OPERA THEATER L firm"ra Baltw ~ ff Artistic Director, Willene Gunn General Director, Lorrie Hall PR & Development, Mary Witt Pianist & Vocal Coach, Laurie Anne Hunter Dear Ms. Seltzer and Ms. Friend, Diana at the City of Ashland suggested that I contact you regarding the possibility of the Public Arts Commission co-sponsoring our company. We would like to rent the Main Street banner in Ashland for a week in advance of our opera Don Pasquale that will be performed at Ashland High School on March 17 and 19, 2017. We have been a non-profit organization since August 2015 (in business with a fiscal sponsor since 2010). We plan to apply for an Arts and Culture Grant in 2017. Unfortunately, the only way that we can qualify to rent the banner is if a Commission sponsors us by sending that recomendation to Diana. Then she will approach the City Council. The dates we hope to rent the banner are open currently. Brava! Opera Theater and James M. Collier Young Artist Program was founded in 2010 by Artistic Director Willene Gunn, myself with benefactor James M. Collier. Professional singer, actress, stage director and educator, Ms. Gunn served as Director of the Opera Program at the San Francisco Conservatory of Music from 1975 to 2005. A graduate of the San Francisco Opera Merola Program, Ms. Gunn performed extensively on the West Coast as a dramatic mezzo-soprano with the San Francisco, Portland, Seattle, Oakland and Nevada Opera companies. She has directed more than 140 operatic productions and co-authored a textbook, Teaching Opera, The Role of the Opera Workshop... With Scene Catalogue in 2008. Since 2010, Brava! Opera Theater has held six Opera Workshops with Concerts that trained 70 singers; presented six operas in four years (all at Camelot Theater); held five Vocal Competitions with 350 singers from across the USA with $26,500 in prizes distributed; and presented five Vocal Competition Winner's Concerts. All of our events are held in Ashland now that we are moving to our opera to Mountain Avenue Theater. World-renowned soprano, Deborah Voigt will be coming to Ashland this November 5th for a Master Class at the Unitarian Church followed by a public master class concert at SOU Recital Hall. Please let me know what other information I might provide you. Below you will find our website, FB page, and You Tube page. I am attaching our brochure. Thank you in advance for your consideration. We would be so grateful to have your help. 2 Sincerely, Lorrie Hall, General Director Brava! Opera Theater and James M. Collier Young Artist Program 541-261-5776 www.bravaopera.com Find us on You Tube Find us on Facebook www.bravaopera.com 2924 Siskiyou Blvd Suite 2004 • Medford, Oregon • 97504 • 541-261- 5776 3 BANNER APPLICATION Please fill in the information requested below and submit this form to the City Administrator, 20 E. Main Street, Ashland, OR 97520. Upon approval of your application by the City Administrator, the City of Ashland will obtain approval from ODOT, and then collect the $125 fee. Please write below exactly what will be printed on the banner. All banners will be reviewed for any offensive or inappropriate message content by the City of Ashland and ODOT. Please note: No Advertising of any kind, No phone numbers, and No web or e-mail addresses are permitted on the banner. Brava! Opera Theater and James M. Collier Young Artist Program presents Don Pasquale by Donizetti A timeless comedy in English March 17, 8pm & March 19, 3pm at Mountain Ave Theater (Ashland HS) www.bravaopera.com 541-261-5776 NAME OF ORGANIZATION/: Brava! Opera Theater and James M. Collier Young Artist Program CONTACT PERSON: Lorrie Hall, General Director PHONE: 541-261-5776 ADDRESS OF ORGANIZATION/CONTACT: 2924 Slskiyou Blvd, Medford, OR 97504 WEEK REQUESTED FOR BANNER: March 13, 2017 week. (FOR CITY USE ONLY) THIS APPLICATION IS: ❑ APPROVED FOR A CITY OF ASHLAND SPONSORED OR ENDORSED EVENT. ❑ NOT APPROVED. DATE: CITY ADMINISTRATOR Date Fee Paid to City of Ashland: (FOR ODOT USE ONLY) THE ABOVE APPLICATION IS: ❑ APPROVED ❑ NOT APPROVED. DATE: ODOT Revised 2/22/12 CITY OF ASHLAND Council Communication November 1, 2016, Business Meeting Liquor License Application for Geoffrey Cutler dba Cranbrook Farm FROM: Barbara Christensen, City Recorder, christeb@ashland.or.us SUMMARY Approval of a Liquor License Application from Geoffrey Cutler dba Cranbrook Farm at 466 Beach Street. BACKGROUND AND POLICY IMPLICATIONS: Application is for a new license - New License - Storage and Office space only; online orders; no consumption on site The City has determined that the license application review by the city is set forth in AMC Chapter 6.32 which requires that a determination be made to determine if the applicant complies with the city's land use, business license and restaurant registration requirements (AMC Chapter 6.32) and has been reviewed by the Police Department. In May 1999, the council decided it would make the above recommendations on all liquor license applications. COUNCIL GOALS SUPPORTED N/A FISCAL IMPLICATIONS: N/A STAFF RECOMMENDATION AND REQUESTED ACTION: Endorse the application with the following: The city has determined that the location of this business complies with the city's land use requirements and that the applicant has a business license and has registered as a restaurant, if applicable. The city council recommends that the OLCC proceed with the processing of this application. SUGGESTED MOTION: Under Consent agenda item, a motion to approve liquor license for Geoffrey Cutler dba Cranbrook Farms. ATTACHMENTS: Liquor License Application Page 1 of 1 PIA Ira OREGON LIQUOR CONTROL COMMISSION LIQUOR LICENSE APPLICATION Application is b-ging made for: CITY AND COUNTY USE ONLY LICENSE TYPES ACTIONS Date application received: ® Full On-Premises Sales ($402.60/yr) [3 Change Ownership E3 Commercial Establishment 13 New Outlet The City Council or County Commission: ❑ Caterer ® Greater Privilege 0 Passenger Carrier ® Additional Privilege (name of city or county) 0 Other Public Location .2 Other recommends that this license be: 0 Private Club r- 0 Limited On-Premises Sales ($202.60/yr) Cf-"' t~ ❑ Granted ❑ Denied 130ff-Premises Sales ($100/yr) ~Zon~ By: with Fuel Pumps (signature) (date) Q Brewery Public House ($252.60) Name: Winery ($250/yr) V )/IV C- Other: / Title: 90-DAY AUTHORITY OLCC USE O LY 13 Check here if you are applying for a change of ownership at a business that has a current liquor license, or if you are applying for an Off-Premises Application Rec d by Sales license and are requesting a 90-Day Temporary Authority Date: APPLYING AS: 1210 01-imited ® Corporation ALimited Liability ®Individuals 90-day authority: ❑ Yes~No Partnership Company 1. Entity or Individuals applying for the license: [See SECTION 1 of the Guide] 2. Trade Name (dba): zLL 3. Business Location: (o E I~ O T~ b (number, street, rural route) (city) (county) (state) (ZIP code) 4. Business Mailing Address: 1 /4 9 4J-- 317 0 (2- q2 -7-ral (PO box, number, street, rural route) (city) (state) (ZIP code) 5. Business Numbers: 5Y-1- 601- 9-72 2-- (Phone) (fax) 6. Is the business at this location currently licensed by OLCC? fiRes Flo 7. If yes to whom: Type of License: 8. Former Business Name: 9. Will you have a manager`? Pyes ®No Name: (ma ager must fill out an Individual History form) 10. What is the local governing body where your business is located? (name of city or county) 11. Contact person for this application: iEz~ 2 7-- (name) (phone number(s) 11-14 9 C44-3if J~ wt (address) (fax number) (e-mail address) I understand that if my answers are not true and complete, the OLCC may den 'RE IVED Applica ) Signatur (s) and Date: Date qat~,~- JCr ~ Date ® Date MEDFORD REGIONAL OFFICE 1-800-452-OLCC (6522) • www.oregon.gov/oicc OREGON LIQUOR (rev. =2011) r CONTROL COMMISSION CITY OF ASHLAND Council Communication November 1, 2016, Business Meeting Appointment to Public Art Commission FROM: Barbara Christensen, City Recorder, christeb cr ashland.or.us SUMMARY Confirm Mayor's appointment of with a term to expire April 30, 2019. BACKGROUND AND POLICY IMPLICATIONS: This is confirmation by the City Council on the Mayor's appointment to the Public Art Commission. COUNCIL GOALS SUPPORTED: Ashland Municipal Code (AMC) Chapter 2.13 FISCAL IMPLICATIONS: n/a STAFF RECOMMENDATION AND REQUESTED ACTION: Motion to approve appointment of Thomas Fuhrmark to the Public Art Commission with a term to expire April 30, 2019. SUGGESTED MOTION: Motion to approve Thomas Fuhrmark to the Public Art Commission with a term to expire April 30, 2019. ATTACHMENTS: Application Page 1 of 1 1 LAC CITY OF -ASHLAND APPLICATION FOR APPOINTMENT TO CITY COMMISSION/COMMITTEE Please type or print answers to the following qutions and submit to the City Recorder at City Hall, 20 E Main Street, or email christeb@ashland.or.us If you have any questions, please feel free to contact tb City Recorder at 488-5307. Attach additional sheets if necessary. Name Thomas Fuhrmark Requesting to serve on: Ashland Public Arts Commission (Commission/Committee) Address 610 Elkader Street, Ashland, OR 97520 Occupation Graphic Designer (ret), Painter Phone: Home 970 903-5528 Work Email fuhrmosphere@gmail.com Fax 1. Education Background What schools have you attended? American Academy of Art-Chicago Northern Arizona University-Flagstaff What degrees do you hold? BFA-Design from NAU What additional training or education havq!ou had that would apply to this position? Expertise with Powerpoint, Adobe Suite, Constant Contact. Social and political engagement supporting Fort Lewis College, Univ of Maine Presque Isle. R&D for exterior signage for UMPI 2. Related Experience What prior work experience have you had tht would help you ifyou were appointed to this position? 35 years graphic design, 14 years w/Lore International Institute, a professional development firm serving Fortune 500 businesses. 3 years with Shanan Wells, SCW Art Consulting (an EDAC-certified consultant) Do you feel it would be advantageous for you tbiave further trainingin this field, such as attending conferences or seminars? Why? New materials, technical innovation, new knowledge. Addtl training and/or research is a pre-requisite to staying current and to drive new design into the future, across cultural and generational boundaries. ILAII 3. Interests Why are you applying for this position? I want to provide value to the community that I now call my home. I have experience in the field of fine and graphic arts. I enjoy meeting people and problem solving, effectively applying my design skills in the community 4. Availability Are you available to attend special meetingsn addition to the regularly scheduled meetings? Do you prefer diy or evening meetings? Yes, I can be available as needed 5. Additional Information How long have you lived in this community? My 1-month anniversary approaches! Please use the space below to summarize any additional qualifications you have for this position As the spouse of a public figure, there are times when I represent the university at social gatherings. I have learned to engage the public in positive ways, among community leaders locally and at the state level. This promotes good will and a sense of collaboration. These skills are carried over into other arenas. I have also learned the value of neutrality, and when it is best to just listen. I would bring these skills to the Ashland Public Arts Commission as your representative. 08/26/2016 Date Signature ILA'I CITY OF ASHLAND Council Communication November 1, 2016, Business Meeting 5th Quarterly Financial Report of the 2015-17 Biennium FROM: Beverly Adams, Interim Administrative Services/Finance Director, bev.adams@ashland.or.us. SUMMARY: The Administrative Services Department submits reports to Council on a quarterly basis to provide assurance of budget compliance and for informational and comparative purposes throughout the year. BACKGROUND AND POLICY IMPLICATIONS: The attached statements cover 15 months of financial activity for the period of July 1, 2015 through September 30, 2016; or 62.5% of the way through the biennial budget. Financial statements provide the Mayor and Council with current financial information. These reports allow both Council and staff the opportunity to recognize trends and make changes judiciously when necessary to protect the assets of the City. COUNCIL GOALS SUPPORTED: Provide high quality and effective delivery of the full spectrum of city service and governance in a transparent, accessible and fiscally responsible manner. FISCAL IMPLICATIONS: Cash: Citywide reserves are stable with $30.9 million in cash at the end of September; an increase of $2 million over this time last year. The largest increase to cash balances is found in the water and wastewater utility funds. Revenues: Citywide revenues have been received as expected for the period. Tax revenues may appear to lag, but these will show a healthy recovery when property taxes begin to arrive in November. Intergovernmental revenues, assessment payments, and other financing sources also appear behind in relation to the time period; however, some of these are "project based" revenues and will be received as projects develop or are completed. System development revenues are well over budget projections due to increased building activity. Expenses: Throughout the City, departments have kept expenses within budget projections. Variances that may appear unusual in relation to the 62.5% of the biennial budget period are reasonable and expected due to timing of various projects or payments. However, the one unwelcome variance has occurred within the Health Benefits Fund as medical expenses outpace premiums collected. Page 1 of 2 P. Ir %11 CITY OF ASHLAND The overall financial position of the City is good as reflected in these reports. Most revenues are above budget projections for the period, and with the influx of property taxes next month revenues will be very good. Due to staff efforts to contain costs whenever possible, expenses are well within (and often below) approved budget appropriations. STAFF RECOMMENDATION AND REQUESTED ACTION: That Council review and accept the 5th quarter financial report. SUGGESTED MOTION: I move to accept the fifth quarterly financial report as presented. ATTACHMENTS: Citywide financial statements: 1. Summary of Cash and Investments 2. Statement of Revenues and Expenditures 3. Schedule of Budgetary Compliance 4. Statement of Resources, Requirements and Changes in Fund Balance Page 2 of 2 1 LAC City of Ashland Summary of Cash and Investments September 30, 2016 Balance Balance Change From Fund September 30, 2016 September 30, 2015 FY 2015 General Fund $ 802,665 $ 856,485 $ (53,821) Community Block Grant Fund 25,824 29,203 (3,380) Reserve Fund 169,445 199,782 (30,337) Street Fund 5,356,256 51273,868 82,387 Airport Fund 142,484 121,882 20,602 Capital Improvements Fund 2,496,612 2,440,606 56,007 Debt Service Fund 101,517 122,794 (21,278) Water Fund 6,239,179 4,915,116 1,324,063 Wastewater Fund 6,390,354 5,053,261 1,337,093 Electric Fund 1,047,331 1,157,630 (110,300) Telecommunications Fund 293,221 194,351 98,871 Central Services Fund 870,171 11598,240 (728,069) Insurance Services Fund 988,688 1,119,863 (131,175) Health Benefits Fund 539,290 1,043,344 (504,054) Equipment Fund 3,176,770 3,003,761 173,010 Cemetery Trust Fund 946,292 927,429 18,862 $ 29,586,098 $ 28,057,617 $ 1,528,481 Parks & Recreation Agency Fund 1,389,865 910,393 479,472 1,389,865 910,393 479,472 Total Cash Distribution $ 30,975,963 $ 28,968,010 $ 2,007,953 Manner of Investment General Banking Accounts $ 1,635,566 $ 1,607,065 $ 28,501 Local Government Inv. Pool 28,340,397 26,360,945 1,979,452 City Investments 1,000,000 1,000,000 - Total Cash and investments $ 30,975,963 $ 28,968,010 $ 2,007,953 Dollar Distribution Cash Balance Distribution Trust $944,553 Central Services, Parks and 3% Insurance and Recreation Fund Equipment Funds 5% Claims & 18% SDC's Judgments nassigned $6,760,284 $1,301,719 $7,369,171 22% 4% 24% TOT Tourism $99,108 Food & Beverage 0% $984,963 3% Asset Forfeited $29,678 All Other (General Library 0% Government) $ Business Type 32% 0% Other Reserved Funds Debt Reserved $11,068,515 45% $2,417,972 36% 8% 3. Sep FY17 Financial Report.xlsx 1 10/2512016 City of Ashland Statement of Revenues and Expenditures - City Wide As of 09/30/2016 (62.50% of biennium) Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 Resource Summary (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium Revenues Taxes $ 24,933,291 $ 45,305,576 55.0% $ (20,372,285) $ 22,741,899 $ 42,178,084 Licenses and Permits 1,385,266 1,910,425 72.5% (525,159) 1,178,747 1,872,797 Intergovernmental Revenues 3,313,972 13,630,139 24.3% (10,316,167) 3,515,467 6,078,233 Charges for Services - Rate & Internal 69,396,759 109,705,593 63.3% (40,308,839) 61,042,266 97,941,318 Charges for Services - Misc. Service fees 2,506,505 2,980,052 84.1% (473,547) 1,863,591 2,922,427 System Development Charges 744,984 592,413 125.8% 152,568 751,535 1,134,394 Fines and Forfeitures 253,900 410,000 61.9% (156,100) 228,512 362,187 Assessment Payments 44,841 520,0010 8.6% (475,159) 112,676 126,991 Interest on Investments 301,320 369,353 81.6% (68,038) 228,891 356,651 Miscellaneous Revenues 685,206 1,207,273 56.8% (522,072) 2,176,985 3,141,882 Total Revenues 103,566,043 176,630,842 58.6% (73,064,798) 93,840,571 156,114,964 Budgetary Resources: Other Financing Sources 1,465,879 26,935,724 5.4% (25,469,845) 1,654,000 1,838,589 Interfund Loans 690,544 2,571,200 26.9% (1,880,656) 1,934,795 1,684,795 Transfers In 1,084,170 2,456,240 44.1% (1,372,070) 1,273,973 1,897,442 Total Budgetary Resources 3,240,593 31,963,164 10.1% (28 722 571) 4,862,768 5,420,826 Total Resources 106,806,636 208,594,006 51.2% (101,787,369) 98,703,339 161,535,790 Requirements by Classification Personal Services 36,691,935 61,266,971 59.9% 24,575,036 34,485,594 55,146,073 Materials and Services 54,801,438 92,804,674 59.1% 38,003,236 50,590,458 80,154,005 Debt Service 5,467,553 10,632,044 51.4% 5,164,491 5,631,649 9,220,534 Total Operating Expenditures 96,960,926 164,703,689 58.9% 67,742,763 90,707,701 144,520,612 Capital Construction Capital Outlay 8,137,517 53,219,031 15.3% 45,081,514 11,044,251 14,464,960 Interfund Loans 690,544 2,571,200 26.9% 1,880,656 1,934,795 1,684,795 Transfers Out 1,084,170 2,456,240 44.1% 1,372,070 1,273,973 1,897,442 Contingencies (Original Budget $3,085,000) - 3,063,570 0.0% 3,063,570 - - Total Budgetary Requirements 1,774,714 8,091,010 21.9% 6,316,296 3,208,768 3,582,237 Total Requirements 106,873,157 226,013,730 47.3% 119,140,573 104,960,720 162,567,809 Excess (Deficiency) of Resources over Requirements (66,521) (17,419,724) 99.6% 17,353,203 (6,257,381) (1,032,019) Working Capital Carryover 32,934,606 30,632,011 107.5% 2,302,595 33,966,626 33,966,626 Unappropriated Ending Fund Balance $ 32,868,085 $ 13,212,287 248.8% $ 19,655,798 $ 27,709,245 $ 32,934,606 3. Sep FY 17 Financial Report.xiv 2 10IM2016 City of Ashland Schedule of Budgetary Compliance Per Resolution 2015-19 Amended for Resolutions 2015-2712015-30, 2016-15, 2016-16 and 2016-22 As of 09/30/2016 (62.50% of biennium) Biennial to date actuals (15 Biennial Budget Percent Months) 2015-2017 Used Balance General Fund Administration $ 274,042 $ 645,639 42.4% $ 371,597 Administration - Library 56,587 56,587 100.0% - Administration - Tourism 63,741 315,901 20.2% 252,160 Administration - Municipal Court 608,557 1,056,830 57.6% 448,273 Administrative Services - Social Services Grants 264,392 267,933 98.7% 3,541 Administrative Services - Economic & Cultural Grants 1,094,053 1,695,033 64.5% 600,980 Administrative Services - Miscellaneous 75,152 269,000 27.9% 193,848 Administrative Services - Band 99,632 130,550 76.3% 30,918 Administrative Services - Parks 5,900,000 9,560,000 61.7% 3,660,000 Police Department 8,313,406 13,637,535 61.0% 5,324,129 Fire and Rescue Department 9,573,790 16,241,069 58.9% 6,667,279 Public Works - Cemetery Division 482,718 755,365 63.9% 272,647 Community Development - Planning Division 1,644,300 2,886,423 57.0% 1,242,123 Community Development - Building Division 869,188 1,459,230 59.6% 590,042 Interfund Loan - 66,000 0.0% 66,000 Transfers 97,010 518,570 18.7% 421,560 Contingency - 675,570 0.0% 675,570 Total General Fund 29,416,568 50,237,235 58.6% 20,820,667 Community Development Block Grant Fund Personal Services 41,218 65,420 63.0% 24,202 Materials and Services 133,315 374,378 35.6% 241,063 Total Community Development Grant Fund 174,533 439,798 39.7% 265,265 Reserve Fund Interfund Loan 365,544 850,000 43.0% 484,456 Total Reserve Fund 365,544 850,000 43.0% 484,456 Street Fund Public Works - Ground Maintenance 310,603 494,400 62.8% 183,797 Public Works - Street Operations 3,520,393 12,991,770 27.1% 9,471,377 Public Works - Street Operations Debt 123,954 246,710 50.2% 122,756 Public Works - Storm Water Operations 731,913 1,312,700 55.8% 580,787 Public Works - Storm Water Operations Debt 12,750 25,300 50.4% 12,550 Public Works - Transportation SDC's 1,438 2,956,854 0.05% 2,955,416 Contingency - 99,000 0.0% 99,000 Total Street Fund 4,701,051 18,126,734 25.9% 13,425,683 Airport Fund Materials and Services 58,460 460,943 12.7% 402,483 Capital Outlay 32,222 40,000 80.6% 7,778 Debt Service 38,536 77,072 50.0% 38,536 Contingency - 13,000 0.0% 13,000 Total Airport Fund 129,218 591,015 21.9% 461,797 3. Sep FY17 Financial Report.xlsx 3 10252016 Schedule of Budgetary Compliance Per Resolution 2015-19 Amended for Resolutions 2015-27, 2015-30, 2016-15, 2016-16 and 2016-22 As of 09/30/2016 (62.50% of biennium) Biennial to date actuals (15 Biennial Budget Percent Months) 2015-2017 Used Balance Capital Improvements Fund Public Works - Facilities 1,192,236 2,820,650 42.3% 1,628,414 Administrative Services - SDC (Parks) 358,595 607,340 59.0% 248,745 Administrative Services - Open Space (Parks) 1,486,271 3,099,842 47.9% 1,613,571 Transfers 79,717 277,370 28.7% 197,653 Contingency - 200,000 0.0% 200,000 Total Capital Improvements Fund 3,116,819 7,005,202 44.5% 3,888,383 Debt Service Fund Materials and Services - - N/A - Debt Service 2,956,213 4,270,200 69.2% 1,313,987 Total Debt Service Fund 2,956,213 4,270,200 69.2% 1,313,987 Water Fund Public Works - Conservation 316,363 696,025 45.5% 379,662 Public Works - Water Supply 2,037,166 2,557,935 79.6% 520,769 Public Works - Water Supply Debt 9,568 18,971 50.4% 9,404 Public Works - Water Distribution 3,615,443 9,595,707 37.7% 5,980,264 Public Works - Water Distribution Debt 250,649 502,133 49.9% 251,484 Public Works - Water Treatment 1,413,939 13,941,884 10.1% 12,527,945 Public Works - Water Treatment Debt 141,410 281,543 50.2% 140,133 Public Works - Improvement SDC's 77,068 3,170,335 2.4% 3,093,267 Public Works - Debt SDC's 215,420 361,658 59.6% 146,238 Transfer 250,000 500,000 50.0% 250,000 Contingency - 170,000 0.0% 170,000 Total Water Fund 8,327,025 33,213,203 25.1% 24,886,178 Wastewater Fund Public Works - Wastewater Collection 2,428,802 5,349,514 45.4% 2,920,712 Public Works - Wastewater Collection Debt 74,077 147,457 50.2% 73,380 Public Works - Wastewater Treatment 3,139,582 10,183,710 30.8% 7,044,128 Public Works - Wastewater Treatment Debt 1,622,297 3,237,300 50.1% 1,615,003 Public Works - Reimbursements SDC's 13,039 15,000 86.9% 1,961 Contingency - 192,000 0.0% 192,000 Total Wastewater Fund 7,277,798 22,801,625 31.9% 15,523,827 Electric Fund Administration - Conservation 922,574 1,420,030 65.0% 497,456 Electric - Supply 8,663,138 13,751,887 63.0% 5,088,749 Electric - Distribution 8,031,699 14,041,211 57.2% 6,009,512 Electric - Transmission 1,115,208 2,225,945 50.1% 1,110,737 Debt Service 23,479 46,688 50.3% 23,209 Contingency - 279,000 0.0% 279,000 Total Electric Fund 18,756,098 31,764,761 59.0% 13,008,663 I Sep FY17 Financial Reportxla 4 lorzsrzols Schedule of Budgetary Compliance Per Resolution 2015-19 Amended for Resolutions 2015-27, 2015-30, 2016-15, 2016-16 and 2016-22 As of 09/30/2016 (62.50% of biennium) Biennial to date actuals (15 Biennial Budget Percent Months) 2015-2017 Used Balance Telecommunications Fund IT - Personal Services 826,204 1,343,230 61.5% 517,026 IT - Materials & Services 1,086,114 2,028,504 53.5% 942,390 IT - Capital Outlay 193,968 250,000 77.6% 56,032 Debt - To Debt Service Fund " 409,000 818,000 50.0% 409,000 Contingency - 250,000 0.0% 250,000 Total - Telecommunications Fund 2,515,285 4,689,734 53.6% 2,174,449 " Note: In M & S appropriation Central Services Fund Administration Department 2,050,552 3,314,520 61.9% 1,263,968 Information Technology - Info Services Division 1,665,999 2,907,638 57.3% 1,241,639 Administrative Services Department 2,972,881 4,867,097 61.1% 1,894,216 City Recorder 615,445 912,590 67.4% 297,145 Public Works - Administration and Engineering 2,039,409 3,621,822 56.3% 1,582,413 Contingency - 125,000 0.0% 125,000 Total Central Services Fund 91344,286 15,748,667 59.3% 6,404,381 Insurance Services Fund Personal Services 124,019 204,960 60.5% 80,941 Materials and Services 1,267,985 1,814,790 69.9% 546,805 Transfers 569,500 1,069,500 53.2% 500,000 Contingency - 390,000 0.0% 390,000 Total Insurance Services Fund 1,961,503 3,479,250 56.4% 1,517,747 Health Benefits Fund Materials and Services 6,241,298 9,580,000 65.1% 3,338,702 Interfund Loan 325,000 650,000 50.0% 325,000 Contingency - 500,000 0.0% 500,000 Total Health Benefits Fund 6,566,298 10,730,000 61.2% 4,163,702 Equipment Fund Public Works - Maintenance 1,661,392 2,961,860 561% 1,300,468 Public Works - Purchasing and Acquisition 868,811 1,330,500 65.3% 461,689 Interfund Loan - 965,200 0.0% 965,200 Contingency 70,000 0.0% 70,000 Total Equipment Fund 2,530,203 5,327,560 47.5% 2,797,357 Cemetery Trust Fund Transfers 7,943 10,800 73.5% 2,858 Total Cemetery Trust Fund 7,943 10,800 73.5% 2,858 3. Sep FY17 Financial Report.xlsx 5 lorzsnals Schedule of Budgetary Compliance Per Resolution 2015-19 Amended for Resolutions 2015-27, 2015-30, 2016-15, 2016-16 and 2016-22 As of 09/30/2016 (62.50% of biennium) Biennial to date actuals (15 Biennial Budget Percent Months) 2015-2017 Used Balance Parks and Recreation Fund Parks Division 5,217,474 8,127,847 64.2% 2,910,373 Recreation Division 1,772,643 2,828,630 62.7% 1,055,987 Golf Division 721,684 1,104,650 65.3% 382,966 Transfers 80,000 80,000 100.0% - Contingency - 100,000 0.0% 100,000 Total Parks and Recreation Fund 7,791,801 12,241,127 63.7% 4,449,326 Parks Capital Improvement Fund Personal Services 88,394 189,930 46.5% 101,536 Materials and Services 33,315 85,052 39.2% 51,737 Capital Outlay 483,047 3,732,837 12.9% 3,249,790 Total Parks Capital Improvement Fund 604,757 4,007,819 15.1% 3,403,062 Parks Equipment Fund Capital Outlay 330,210 439,000 75.2% 108,790 Interfund Loan - 40,000 0.0% 40,000 Total Parks Equipment Fund 330,210 479,000 68.9% 148,790 Total Appropriations $ 106,873,152 $ 226,013,730 47.3% $ 119,140,578 3. Sep FY17 Financial Reportxlsx 6 lorzsrzols City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 110 General Fund Taxes $ 21,315,636 $ 38,746,990 55.0% $ (17,431,354) $ 19,627,225 $ 35,933,208 Licenses and Permits 1,385,266 1,910,425 72.5% (525,159) 1,178,747 1,872,797 Intergovernmental 1,127,611 1,913,953 58.9% (786,342) 824,524 1,373,375 Charges for Services 2,072,294 3,331,350 62.2% (1,259,057) 1,946,871 3,148,841 Fines 253,900 410,000 61.9% (156,100) 228,512 362,187 Interest on Investments 36,252 60,000 60.4% (23,748) 30,757 47,932 Miscellaneous 118,717 79,600 149.1% 39,117 108,193 157,037 Interfund Loan (Equipment Fund) - 126,200 0.0% (126,200) - - Transfer in (Water Fund) 252,007 500,00() 50.4% (247,993) 100,000 100,000 Transfer In (Cemetery Fund) 5,935 10,800 55.0% (4,865) 5,670 9,139 Total Revenues and Other Sources 26,567,617 47,089,318 56.4% (20,521,701) 24,050,502 43,004,516 Administration 274,042 645,639 42.4% 371,597 165,738 357,888 Administration - Library 56,587 56,587 100.0% - 487,988 487,988 Administration - Tourism 63,741 315,901 20.2% 252,160 16,202 47,467 Administration - Municipal Court 608,558 1,056,830 57.6% 448,272 635,896 964,592 Administrative Services - Social Services Grants 264,392 267,933 98.7% 3,541 254,045 254,205 Administrative Services - Economic & Cultural Grants 1,094,053 1,695,033 64.5% 600,980 982,095 1,304,744 Administrative Services - Miscellaneous 75,152 269,000 27.9% 193,848 103,770 185,715 Administrative Services - Band 99,632 130,550 76.3% 30,918 92,866 114,017 Administrative Services - Parks 5,900,000 9,560,000 61.7% 3,660,000 5,132,015 8,856,000 Police Department 8,313,405 13,637,535 61.0% 5,324,130 7,664,100 12,316,387 Fire and Rescue Department 9,573,789 16,241,069 58.9% 6,667,280 8,221,197 13,149,854 Public Works - Cemetery Division 482,718 755,365 63.9% 272,647 404,028 663,518 Community Development- Planning Division 1,644,300 2,886,423 57.0% 1,242,123 1,564,208 2,547,191 Community Development- Building Division 869,188 1,459,230 59.6% 590,042 822,028 1,327,542 Interfund Loan - 66,000 0.0% 66,000 - - Transfers Out (Debt Service & Cemetery) 97,010 518,570 18.7% 421,560 192,824 192,824 Contingency - 675,570 0.0% 675,570 - - Total Expenditures and Other Uses 29,416,567 50,237,235 58.6% 20, 820 20,668 26 738,999 42,769,932 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses (2,848,950) (3,147,917) 9.5% 298,967 (2,688,498) 234,584 Fund Balance, Jul 1, 2015 3,620,263 3,400,27' 106.5% 219,986 3,385,679 3,385,679 Fund Balance, Sep 30, 2016 $ 771,313 $ 252,360 305.6% $ 518,953 $ 697181 $ 3,620,263 Reconciliation of Fund Balance: Restricted and Committed Funds 824,156 Unassigned Fund Balance $ (52,843) 3 Sep FY17 Financial Report xlsx 7 1025/2016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 250 Community Development Block Fund Intergovernmental $ 165,800 $ 439,798 37.7% $ (273,998) $ 258,927 $ 335,060 Total Revenues and Other Sources 165,800 439,798 37.7% (273,998) 258,927 335,060 Personal Services 41,218 65,420 63.0% 24,202 45,259 67,560 Materials and Services 133,315 374,378 35.6% 241,063 225,312 267,504 Total Expenditures and Other Uses 174,533 439,798 39.7% 265,265 270,570 335,064 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses (8,733) - NIA (8,733) (11,644) (4) Fund Balance, Jul 1, 2015 33,797 3379700.0% 33,796 33,801 33,801 Fund Balance, Sep 30, 2016 $ 25,064 $ 2506373.0% $ 25,063 $ 22157 $ 33,797 Reconciliation of Fund Balance: Restricted and Committed Funds 25.064 Unassigned Fund Balance $ (0) 3. Sep FY17 Financial Report xlsx 1025'2016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 255 Reserve Fund Interest on Investments $ 13,711 $ 34,000 40.3% $ (20,289) $ 9,249 $ 16,699 Interfund Loan 325,000 650,000 50.0% (325,000) 500,000 250,000 Transfers In - - N/A - - Total Revenues and Other Sources 338,711 684,000 49.5% (20,289) 509,249 266,699 Interfund Loan (Health Benefits Fund) 365,544 850,000 43.0% 484,456 900,000 900,000 Transfer out - - N/A - 190,000 190,000 Total Expenditures and Other Uses 365,544 850,000 43.0% 484,456 1,090,000 1,090,000 Excess (Defciency) of Revenues and Other Sources over Expenditures and Other Uses (26,833) (166,000) 83.8% 139,167 (580,751) (823,301) Fund Balance, Jul 1, 2015 196,279 204,580 95.9% (8,301) 1,019,580 1,019,580 Fund Balance, Sep 30, 2016 $ 169,446 $ 38,580 439.2% $ 130,866 $ 438,829 $ 196,279 Reconciliation of Fund Balance: Restricted and Committed Funds 169,446 Unassigned Fund Balance $ - 3 Sep FY17 Financial Repa1 xlsx 9 10252016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 260 Street Fund Taxes $ 58,782 $ 96,700 60.8% $ (37,918) $ 57,273 $ 115,161 Intergovernmental 1,609,693 7,422,136 21.7% (5,812,443) 1,445,884 2,347,988 Charges for Services - Rates 2,675,165 4,219,700 63.4% (1,544,535) 2,470,860 4,038,568 Charges for Services - Misc. Service Fees 32,815 - N/A 32,815 37,500 57,612 System Development Charges 216,714 133,000 162.9% 83,714 165,085 245,552 Assessments 44,841 120,000 37.4% (75,159) 112,676 126,991 Interest on Investments 44,706 48,000 93.1% (3,294) 29,245 48,418 Miscellaneous 132,913 100,00() 132.9% 32,913 307,247 356,423 Other Financing Sources - 3,306,854 0.0% (3,306,854) - - Total Revenues and Other Sources 4,815,629 15,446,390 31.2% (10,630,761) 4,625,770 7,336,713 Public Works - Ground Maintenance 310,603 494,400 62.8% 183,797 - 393,835 Public Works - Street Operations 3,644,347 12,991,770 28.1% 91347,423 3,139,961 4,642,473 Public Works - Street Operations Debt - 246,710 0.0% 246,710 112,669 237,823 Public Works - Storm Water Operations 731,913 1,312,700 55.8% 580,787 703,293 1,079,458 Public Works - Storm Water Operations Debt 12,750 25,300 50.4% 12,550 13,367 26,317 Public Works - Transportation SDC's 1,438 2,956,854 0.0% 2,955,416 36,424 91,028 Public Works - Storm Water SDC's - - N/A - 2,044 4,670 Public Works - Local Improvement Districts - N/A - - - Contingency - 99,000 0.0% 99,000 - - Total Expenditures and Other Uses 4,701,051 18,126,734 25.9% 13,425,683 4,007,758 6,475,604 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 114,578 (2,680,344) 104.3% 2,794,922 618,012 861,109 Fund Balance, Jul 1, 2015 5,278,231 4,702,624 112.2% 575,607 4 417.122 4,417,122 Fund Balance, Sep 30, 2016 $ 5,392,809 $ 2,022,280 266.7% $ 3,370,529 $ 5,035,134 $ 5,278,231 Reconciliation of Fund Balance: Restricted and Committed Funds 5,392.810 Unassigned Fund Balance $ (0) 3 Sep FY17 Financial ReWt xlsx 1 0 10252015 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 280 Airport Fund Charges for Services - Rates $ 166,648 $ 276,000 60.4% $ (109,352) $ 170,644 $ 274,192 Interest on Investments 1,088 500 217.7% 588 601 953 Other Financing Sources - 270,000 0.0% (270,000) - - Interfund Loan - - N/A - - Total Revenues and Other Sources 167,736 546,500 30.7% (378,764) 171,245 275,145 Materials and Services 58,460 460,940 12.7% 402,483 89,033 133,293 Capital Outlay 32,222 40,000 80.6% 7,778 44,962 44,962 Debt Service 38,536 77,072 50.0% 38,536 38,536 77,072 Interfund Loan - - N/A - 19,000 19,000 Contingency - 13,000 0.0% 13,000 - - Total Expenditures and Other Uses 129,217 591,015 21.9% 461,798 191,531 274,327 Excess(Defi ciency) of Revenues and Other Sources over Expenditures and Other Uses 38,519 (44,515) 186.5% 83,034 (20,285) 818 Fund Balance, Jul 1, 2015 117,514 114,751 102.4% 2,763 116,696 116,696 Fund Balance, Sep 30, 2016 $ 156.033 $ 70,236 222.2% $ 85 797 $ 96,410 $ 117,514 Reconciliation of Fund Balance: Restricted and Committed Funds 156,033 Unassigned Fund Balance $ - 3 Sep FY17 Financial Report xlsx 11 102512:116 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 410 Capital Improvements Fund Taxes $ 586,846 $ 1,093,400 53.7% $ (506,554) $ 492,922 $ 993,068 Intergovernmental 2,732 - N/A 2,732 - 520,240 Charges for Services - Internal 1,182,713 2,205,600 53.6% (1,022,887) 1,160,784 1,857,254 Charges for Services - Misc. Service Fees 5,000 - N/A 5,000 84,446 127,416 System Development Charges 61,414 129,41 47.5% (68,002) 70,982 97,839 Interest on Investments 21,709 22,600 96.1% (891) 13,646 21,667 Miscellaneous 4,438 22,100 20.1% (17,662) 44,782 47,712 Other Financing Sources 870,000 31050,045 28.5% (2,180,045) - Transfer In (Insurance Fund) 100,000 100,000 100.0% - - Total Revenues and Other Sources 2,834,851 6,623,161 42.8% (3,788,310) 1,867,562 3,665,195 Public Works - Facilities 1,192,236 2,820,650 42.3% 1,628,414 1,140,692 2,109,209 Administrative Services - SDC (Parks) 358,595 607,340 59.0% 248,745 - - Administrative Services - Open Space (Parks) 1,486,271 3,099,842 47.9% 1,613,571 726,917 816,727 Transfers Out (Debt Service Fund) 79,717 277,370 28.7% 197,653 83,479 83,479 Interfund Loan (Equipment Fund) - N/A - 1,000 1,000 Contingency - 200,000 0.0% 200,000 - - Total Expenditures and Other Uses 3,116,820 7,005,202 44.5% 3,688,382 1,952,088 3,010,415 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses (281,969) (382,041) 26.2% 100,072 (84,526) 654,780 Fund Balance, Jul 1, 2015 2,749,486 1,918,994 143.3% 830,492 2,094,706 2,094,706 Fund Balance, Sep 30, 2016 $ 2,467,517 $ 1,536,953 160.5% $ 930,564 $ 2,010,180 $ 2,749,486 Reconciliation of Fund Balance: Restricted and Committed Funds 2,467,517 Unassigned Fund Balance $ (0) 3 Sep FY17 Financial Report xlsx 12 1025/2016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 530 Debt Services Taxes $ 511,859 $ 955,426 53.6% $ (443,567) $ 521,270 $ 1,019,824 Charges for Services - Internal 1,340,625 2,308,600 58.1% (967,975) 1,540,625 2,308,600 Charges for Services - Misc. Service Fees 198,966 149,036 133.5% 49,930 103,709 132,076 Assessments - 400,000 0.0% (400,000) - - Interest on Investments 5,203 20,000 26.0% (14,797) 5,532 8,161 Miscellaneous - 58,601 0.0% (58,604) 5 6 Transfer In (General Fund & CIP) 175,727 473,940 37.1% (298,213) 275,303 275,303 Other Financing Sources - N/A - - Total Revenues and Other Sources 2,232,380 4,365,606 51.1% (2,133,226) 2,446,445 3,743,970 Materials and Services 800 N/A - 6,294 6,294 Debt Service 2,955,413 4,270,200 69.2% 1,314,787 3,018,418 3,661,939 Interfund Loan (Central Service Fund) - N/A - 364,795 364,795 Total Expenditures and Other Uses 2,956,213 4,270,200 69.2% 1,314,787 3,389,507 4,033,028 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses (723,832) 95,406 -758.7% (819,238) (943,062) (289,058) Fund Balance, Jul 1, 2015 861,560 753,948 114.3% 107,612 1,150,618 1,150,618 Fund Balance, Sep 30, 2016 $ 137,728 $ 849,354 16.2% $ (711 626) $ 207,556 $ 861,560 Reconciliation of Fund Balance: Restricted and Committed Funds 137,728 Unassigned Fund Balance $ (0) 3 Sep FY17 Financial Repatx1sx 13 10I 2016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 670 Water Fund Taxes $ 9 $ - N/A $ 9 $ 54 $ 80 Intergovernmental 14,897 14,000 106.4% 897 89,747 160,220 Charges for Services - Rates 9,622,169 13,954,600 69.0% (4,332,431) 7,989,448 11,913,085 Charges for Services - Misc. Service Fees 138,788 N/A 138,788 111,694 164,472 System Development Charges 339,232 200,000 169.6% 139,232 393,872 597,443 Interest on Investments 44,578 40,800 109.3% 3,778 39,380 56,607 Miscellaneous 27,287 24,000 113.7% 3,287 17,161 34,573 Other Financing Sources 542,455 14,990,125 3.6% (14 447 670) 1,654,000 1,724,546 Total Revenues and Other Sources 10,729,415 29,223,521 36.7% (18,494,110) 10,295,357 14,651,026 Public Works - Conservation 316,363 696,025 45.5% 379,662 244,211 442,021 Fire - Forest Lands - N/A - 653,699 889,478 Public Works - Water Supply 2,037,166 2,557,935 79.6% 520,769 4,019,549 4,819,863 Public Works - Water Supply Debt 9,568 18,971 50.4% 9,404 22,613 44,787 Public Works - Water Distribution 3,615,443 9,595,707 37.7% 5,980,264 3,465,929 2,289,201 Public Works - Water Distribution Debt 250,649 502,133 49.9% 251,484 333,461 467,434 PublicWorks - WaterTreatment 1,413,939 13,941,884 10.1% 12,527,945 1,517,034 5,364,675 Public Works - Water Treatment Debt 141,410 281,543 50.2% 140,133 235,320 662,801 Public Works - Improvement SDC's 258,045 3,170,335 8.1% 2,912,290 119,195 507,905 Public Works - Debt SDC's 34,443 361,658 9.5% 327,215 122,113 241,845 Debt Service - 1,417,012 0.0% 1,417,012 - - Interfund Loan - N/A - 150,000 150,000 Transfers (General Fund) 250,000 500,000 50.0% 250,000 - - Contingency - 170,000 0.0% 170,000 - - Total Expenditures and Other Uses 8,327,026 33,213,203 25.1% 24,886,177 10,883,124 15,880,009 Excess (Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 2,402,389 (3,989,678) 160.2% 6,392,067 (587,767) (1,228,983) Fund Balance, Jul 1, 2015 5,208,593 6,061,702 85.9% (853109) 6,437,575 6,437,575 Fund Balance, Sep 30, 2016 $ 7,610,982 $ 2,072,024 367.3% $ 5,538,958 $ 5,849,808 $ 5,208,593 Reconciliation of Fund Balance: Restricted and Committed Funds 4,498,182 Unassigned Fund Balance $ 3,112,800 3 Sep Fv17 Financial Report xlsx 14 1012`-x'2016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 675 Wastewater Fund Taxes $ 2,347,383 $ 4,264,260 55.0% $ (1,916,877) $ 1,971,686 $ 3,972,266 Charges for Services - Rates 6,510,468 10,787,000, 60.4% (4,276,532) 5,352,724 8,796,565 Charges for Services - Misc. Service Fees 13,250 N/A 13,250 13,250 26,500 System Development Charges 127,624 130,000 98.2% (2,376) 121,596 193,560 Interest on Investments 47,436 30,000, 158.1% 17,436 25,556 42,965 Miscellaneous 1,619 N/A 1,619 6,037 6,037 Other Financing Sources 53,424 5,318,700 1.0% (5,265,276) - 114,043 Total Revenues and Other Sources 9,101,204 20,529,960 44.3% (11,428,756) 7,490,850 13,151,936 Public Works - Wastewater Collection 2,428,802 5,349,514 45.4% 2,920,712 2,415,988 3,854,489 Public Works - Wastewater Collection Debt 74,077 147,457 50.2% 73,380 76,294 151,071 Public Works - Wastewater Treatment 3,139,582 10,183,710 30.8% 7,044,128 3,163,508 4,980,940 Public Works - Wastewater Treatment Debt 1,622,297 3,237,300 50.1% 1,615,003 1,629,283 3,253,029 Public Works - Reimbursements SDC's 13,039 15,000 86.9% 1,961 7,392 20,331 Public Works - Improvements SDC's - 3,676,644 0.0% 3,676,644 74,568 87,507 Debt Service N/A - - - Contingency - 192,000 0.0% 192,000 - - Total Expenditures and Other Uses 7,277,798 22,801,625 31.9% 15,523,827 7,367,033 12,347,367 Excess (Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 1,823,406 (2,271,665) 180.3% 4,095,071 123,816 804,569 Fund Balance, Jul 1, 2015 5,095,343 4,464,697, 114.1% 630,646 4,290,774 4,290,774 Fund Balance, Sep 30, 2016 $ 6,918,749 $ 2,193,032 315.5% $ 4 725 717 $ 4,414,590 $ 5,095,343 Reconciliation of Fund Balance: Restricted and Committed Funds 3,541,766 Unassigned Fund Balance $ 3,376,983 3. Sep FY17 Fmmal Report xlsx 15 10252016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 690 Electric Fund Intergovernmental $ 393,240 $ 323,000 121.7% S 70,240 $ 178,002 $ 335,700 Charges for Services - Rates 17,922,984 29,539,358 60.7% (11,616,374) 17,030,368 27,210,985 Charges for Services - Misc. Service Fees 292,499 453,686 64.5% (161,187) 165,315 278,280 Interest on Investments 11,196 14,71~i 76.1% (3,519) 9,756 15,714 Miscellaneous 122,666 322,974 38.0% (200 308) 219,987 288,885 Total Revenues and Other Sources 18,742,585 30,653,733 61.1% (11,911,148) 17,603,427 28,129,564 Administration - Conservation 922,574 1,420,030 65.0% 497,456 798,419 1,387,220 Electric - Supply 8,663,138 13,751,887 63.0% 5,088,749 8,105,451 12,831,515 Electric - Distribution 8,031,699 14,041,21' 57.2% 6,009,512 7,829,240 12,558,899 Electric - Transmission 1,115,208 2,225,945 50.1% 1,110,737 1,194,712 1,876,536 Debt Service 23,479 46,688 50.3% 23,209 24,021 47,771 Contingency - 279,000 0.0% 279,000 - - Total Expenditures and Other Uses 18,756,098 31,764,76" 59.0% 13,008,663 17,951,844 28,701,941 Excess (Deficiency) of Revenues and Other Sources over Expenditures and Other Uses (13,513) (1,111,028) 98.8% 1,097,515 (348,416) (572,377) Fund Balance, Jul 1, 2015 1,755,163 1,479,265 118.7% 275,898 2,327,540 2,327,540 Fund Balance, Sep 30, 2016 $ 1,741,650 $ 368,237 473.0% $ 1.373413 $ 1,979,124 $ 1,755,163 Reconciliation of Fund Balance: Restricted and Committed Funds - Unassigned Fund Balance $ 1,741,650 3 Sep FY17 Financial Report xlsx 16 1025/2016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 691 Telecommunications Fund Charges for Services - Rates $ 2,527,867 $ 4,363,56E 57.9% $ (1,835,698) $ 2,419,075 $ 3,889,563 Interest on Investments 1,898 1,943 97.7% (45) 1,593 2,257 Miscellaneous 696 - N/A 696 4,750 4,750 Interfund Loan 165,544 400,000 41.4% (234 456) - - Total Revenues and Other Sources 2,696,005 4,765,50E 56.6% (2,069,503) 2,425,418 3,896,570 Personal Services 826,204 1,343,230 61.5% 517,026 812,887 1,299,335 Materials & Services 1,086,114 2,028,504 53.5% 942,390 1,105,822 1,764,465 Capital Outlay 193,968 250,000 77.6% 56,032 116,923 297,337 Debt - Transfer to Debt Service Fund 409,000 818,000 50.0% 409,000 609,000 818,000 Contingency - 250,000 0.0% 250,000 - - Total Expenditures and Other Uses 2,515,285 4,689,734 53.6% 2,174,449 2,644,633 4,179,137 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 180,720 75,774 238.5% 104,946 (219,215) (282,567) Fund Balance, Jul 1, 2015 305,058 251,52E 121.3% 53,530 587,625 587,625 Fund Balance, Sep 30, 2016 $ 485,778 $ 327,302 148.4% $ 158,476 $ 368,410 $ 305.058 Reconciliation of Fund Balance: Restricted and Committed Funds 409,000 Unassigned Fund Balance $ 76,778 3 Sep FY17 Financial Repoli xlsx 17 1072`5 016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 710 Central Service Fund Taxes $ 112,776 $ 148,800 75.8% $ (36,024) $ 71,467 $ 144,476 Intergovernmental - N/A - - Charges for Services - Internal 7,990,232 13,068,435 61.1% (5,078,203) 7,484,411 12,037,871 Charges for Services - Misc. Service Fees 465,337 572,330 81.3% (106,993) 244,466 365,186 Interest on Investments 10,558 10,000 105.6% 558 16,366 21,344 Miscellaneous 149,637 250,000 59.9% (100,363) 136,067 219,539 Interfund Loan (Equipment Fund) - 400,000 0.0% 400,000 364,795 364,795 Transfer in (Insurance Fund) 417,000 417,000 100.0% - 90,000 90,000 Total Revenues and Other Sources 9,145,541 14,866,565 61.5% (4,921,024) 8,407,571 13,243,212 Administration Department 2,050,552 3,314,520 61.9% 1,263,968 1,723,251 2,797,218 Information Technology - Info Services Division 1,665,999 2,907,638 57.3% 1,241,639 1,488,673 2,396,771 Administrative Services Department 2,972,881 4,867,09 61.1% 1,894,216 2,386,337 3,866,706 City Recorder Division 615,446 912,590, 67.4% 297,144 529,792 868,755 Public Works -Administration and Engineering 2,039,409 3,621,82'2 56.3% 1,582,413 2,041,446 3,266,434 Interfund Loan - N/A - - - Contingency - 125,000 0.0% 125,000 - - Total Expenditures and Other Uses 9,344,287 15,748,667 59.3% 6,404,380 8,169,499 13,195,884 Excess (Deficiency) of Revenues and Other Sources over Expenditures and Other Uses (198,746) (882,102) 77.5% 683,356 238,072 47,327 Fund Balance, Jul 1, 2015 900,608 898,65` 100.2% 1,957 853,281 853,281 Fund Balance, Sep 30, 2016 $ 701,862 $ 16,549 4241.1% $ 685 313 $ 1,091.353 $ 900,608 Reconciliation of Fund Balance: Restricted and Committed Funds 305,000 Unassigned Fund Balance $ 396,862 3 Sep Fvn Financial Repot xlsx 1 8 1azsrzots City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 720 Insurance Service Fund Charges for Services - Internal $ 931,927 $ 1,560,000 59.7% $ (628,073) $ 936,151 $ 1,480,865 Interest on Investments 10,173 13,000 78.3% (2,827) 8,454 16,485 Miscellaneous 39,774 80,000 49.7% (40 226) 914,689 1,574,390 Total Revenues and Other Sources 981,874 1,653,000 59.4% (671,126) 1,859,294 3,071,740 Personal Services 124,019 204,960 60.5% 80,941 111,239 179,228 Materials and Services 1,267,985 1,814,790 69.9% 546,805 1,112,555 1,475,087 Transfer Out (Multiple 4 funds) 569,500 1,069,500 53.2% 500,000 - 500,000 Contingency - 390,000 0.0% 390,000 - - Total Expenditures and Other Uses 1,961,503 3,479,250 56.4% 1,517,747 1,223,795 2,154,315 Excess (Defciency) of Revenues and Other Sources over Expenditures and Other Uses (979,629) (1,826,250) 46.4% 846,621 635,500 917,425 Fund Balance, Jul 1, 2015 1,766,283 1,962,888 90.0% (196,605) 848,858 848,858 Fund Balance, Sep 30, 2016 $ 786,654 $ 136,638 575.7% $ 650,016 $ 1,484,358 $ 1,766,283 Reconciliation of Fund Balance: Restricted and Committed Funds 786,654 Unassigned Fund Balance $ 3 Sep FY 17 Financial Repot xlsx 1 9 10/25/2016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 725 Health Benefits Fund Charges for Services - Internal $ 6,122,862 $ 9,730,000 62.9% $ (3,607,138) $ 5,108,171 $ 8,158,032 Interest on Investments 4,724 10,000 47.2% (5,276) 1,991 3,614 Miscellaneous 12,886 - N/A 12,886 211,795 211,795 Interfund Loan (Reserve Fund) 200,000 450,000 44.4% (250,000) 900,000 900,000 Transfer In (Insurance Fund) - 500,000 0.0% (500 000) - 500,000 Total Revenues and Other Sources 6,340,472 10,690,000 59.3% (4,349,528) 6,221,957 9,773,441 Materials and Services 6,241,298 9,580,000 65.1% 3,338,702 5,715,942 9,049,715 Interfund Loan 325,000 650,000 50.0% 325,000 500,000 250,000 Contingency - 500,000 0.0% 500,000 - - Total Expenditures and Other Uses 6,566,298 10,730,000 61.2% 4,163,702 6,215,942 9,299,715 Excess (Deficiency) of Revenues and Other Sources over Expenditures and Other Uses (225,827) (40,000) 564.6% (185,827) 6,015 473,726 Fund Balance, Jul 1, 2015 473,726 73,370 645.7% 400,356 - Fund Balance, Sep 30, 2016 $ 247,899 $ 33,370 742.9% $ 214,529 $ 6,015 $ 473,726 Reconciliation of Fund Balance: Restricted and Committed Funds 247,899 Unassigned Fund Balance $ 0 3 Sep FY17 Financial Report xlsx 20 10252016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 730 Equipment Fund Charges for Services - Internal $ 2,442,912 $ 4,538,460 53.8% $ (2,095,548) $ 2,255,492 $ 3,606,929 Charges for Services - Misc. Service Fees 196,528 N/A 196,528 17,233 44,919 Interest on Investments 26,426 35,000 75.5% (8,575) 21,523 31,805 Miscellaneous 44,480 170,000 26.2% (125,520) 148,804 170,026 Interfund Loan (Airport & Water Fund) - 106,000 0.0% (106 000) 170,000 170,000 Total Revenues and Other Sources 2,710,346 4,849,460 55.9% (2,139,114) 2,613,053 4,023,679 Public Works - Maintenance 1,661,394 2,961,860 56.1% 1,300,466 1,313,280 2,084,345 Public Works - Purchasing and Acquisition 868,811 1,330,500 65.3% 461,689 1,967,372 2,359,891 Interfund Loan - 965,200 0.0% 965,200 - - Contingency - 70,000 0.0% 70,000 - - Total Expenditures and Other Uses 2,530,205 5,327,560 47.5% 2,797,355 3,280,652 4,444,236 Excess (Defciency) of Revenues and Other Sources over Expenditures and Other Uses 180,141 (478,100) 137.7% 658,241 (667,599) (420,557) Fund Balance, Jul 1, 2015 2,937,106 2,446,794 120.0% 490,312 3,357,663 3,357,663 Fund Balance, Sep 30, 2016 $ 3,117,247 $ 1.968 694 158.3% $ 1,148,553 $ 2,690,063 $ 2,937,106 Reconciliation of Fund Balance: Restricted and Committed Funds 3,117,247 Unassigned Fund Balance $ - 3. Sep FY17 Finanoal Report xlsx 21 10252016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 810 Cemetery Fund Charges for Services - Rates $ 23,027 $ 50,000 46.1% $ (26,973) $ 34,152 $ 47,767 Interest on Investments 7,942 10,800 73.5% (2,858) 5,670 9,139 Miscellaneous - N/A (145) Transfer In (General Fund) 1,000 1,000 100.0% 1,000 1,000 Total Revenues and Other Sources 31,969 61,800 51.7% (29,831) 40,823 57,761 Transfers 7,943 10,800 73.5% 2,858 5,670 9,139 Total Expenditures and Other Uses 7,943 10,800 73.5% 2,858 5,670 9,139 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 24,027 51,000 47.1% (26,973) 35,152 48,622 Fund Balance, Jul 1, 2015 922,666 923,046 100.0% (380) 874,044 874,044 Fund Balance, Sep 30, 2016 $ 946,693 $ 974,046 97.2% $ (27,353) $ 909,196 $ 922,666 Reconciliation of Fund Balance: Restricted and Committed Funds 946,693 Unassigned Fund Balance $ 3 Sep FY17 Financial RepW xlsx 2'1 1025Q016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 211 Parks and Recreation Fund Intergovernmental $ - $ - NIA $ - $ - $ 10,589 Charges for Services - Internal 5,900,000 9,560,000 61.7% (3,660,000) 5,132,015 8,856,000 Charges for Services - Misc. Service Fees 1,163,322 1,805,000 64.4% (641,678) 1,085,978 1,725,966 Interest on Investments 4,458 14,000 31.8% (9,542) 6,981 9,535 Miscellaneous 13,540 100,000 13.5% (86,460) 39,097 47,413 Transfers In (General & Insurance Fund) 52,500 373,500 14.1% (321,000) - - Total Revenues and Other Sources 7,133,819 11,852,50C 60.2% (4,718,681) 6,264,070 10,649,503 Parks Division 5,217,474 8,127,847 64.2% 2,910,373 4,723,544 7,473,109 Recreation Division 1,772,643 2,828,63C 62.7% 1,055,987 1,547,337 2,507,775 Golf Division 721,684 1,104,65C 65.3% 382,966 676,939 1,026,426 Other Financing Uses - Transfers 80,000 80,000 100.0% - 802,000 922,000 Contingency - 100,000_ 0.0% 100,000 - - Total Expenditures and Other Uses 7,791,801 12,241,127 63.7% 4,449,326 7,749,820 11,929,310 Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses (657,982) (388,627) -69.3% (269,355) (1,485,750) (1,279,807) Fund Balance, Jul 1, 2015 503,628 392,641 128.3% 110,987 1,783,435 1,783,435 Fund Balance, Sep 30, 2016 $ (154,354) $ 4,014 -3845.4% $ (158 368) $ 297,685 $ 503,628 Reconciliation of Fund Balance: Restricted and Committed Funds Unassigned Fund Balance $ (154,354) 3 Sep FY17 Financial Repoli Asx `L3 10252016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 411 Parks Capital Improvement Fund Charges for Services $ 13,137 $ 212,930 6.2% $ (199,793) $ 10,476 $ 316,201 Charges for Services - Internal 1,477,771 - N/A - - Intergovernmental - 3,517,252 0.0% (3,517,252) 718,383 995,061 Interest on Investments 8,798 4,000 220.0% 4,798 2,589 3,356 Miscellaneous 16,555 - N/A - 18,372 23,441 Transfer In (Park Fund) - - N/A 802,000 922,000 Total Revenues and Other Sources 1,516,261 3,734,182 40.6% (3,712,247) 1,551,820 2,260,059 Personal Services 88,394 189,93C 46.5% 101,536 - - Materials and Services 33,315 85,052 39.2% 51,737 - 1,331 Capital Outlay 483,047 3,732,837 12.9% 3,249,790 1,828,258 2,437,058 Total Expenditures and Other Uses 604,757 4,007,81 15.1% 3,403,062 1,828,258 2,438,389 Excess (Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 911,504 (273,637) 433.1% 1,185,141 (276,438) (178,330) Fund Balance, Jul 1, 2015 209,302 582,254 35.9% (372,952) 387,632 387,632 Fund Balance, Sep 30, 2016 $ 1,120,806 $ 308,617 363.2% $ 812,189 $ 111,194 $ 209.302 Reconciliation of Fund Balance: Restricted and Committed Funds 1,120,806 Unassigned Fund Balance $ 0 3 Sep FY17 Financial Report.isx 24 10/25/2016 City of Ashland Statement of Resources, Requirements, and Changes in Fund Balance September 30, 2016 Biennial Percent Biennial To Date Actuals Budget Collected 2013-2015 (15 Months) 2015-2017 Expended Balance Biennium to Date End of Biennium 731 Parks Equipment Fund Charges for Services - Internal $ 473,958 $ N/A $ 473,958 $ - $ Interest on Investments 464 N/A 464 24 Miscellaneous - Interfund Loan - 439,000 0.0% - - Transfer In (Park Fund) 80,000 80,000 100.0% - - Total Revenues and Other Sources 554,422 519,000 106.8% 474,422 24 Capital Outlay 330,210 439,000 75.2% 108,790 - Interfund Loan - 40,000 0.0% Total Expenditures and Other Uses 330,210 439,000 75.2% 108,790 - Excess(Deficiency) of Revenues and Other Sources over Expenditures and Other Uses 224,211 80,000 280.3% 144,211 24 Fund Balance, Jul 1, 2015 - - 0.0% - - Fund Balance, Sep 30, 2016 $ 224,211 $ 80,000 280.3% $ 144 211 $ 24 $ Reconciliation of Fund Balance: Restricted and Committed Funds 224,211 Unassigned Fund Balance $ 3 Sep FY17 Financial Report xlsx LCJ 10252016 CITY OF ^ASHLAND Council Communication November 1, 2016, Business Meeting Intergovernmental agreement with Southern Oregon University for research services FROM: Dave Kanner, city administrator, dave.kanner@ashland.or.us SUMMARY This is an intergovernmental agreement with Southern Oregon University for research services. SOU will conduct a survey of downtown businesses to determine their perception of behavior issues downtown this past summer and in particular their perception of the effectiveness of ordinances designed to address those behavior issues. The survey will be conducted by mail and results will be reported to the Council in January. BACKGROUND AND POLICY IMPLICATIONS: The City Council last spring adopted a number of ordinances intended to address behavior issues in the downtown core. The ordinances dealt with sidewalk obstruction, intrusive solicitation and unlicensed dogs. The Council also adopted an ordinance that prohibits smoking within 10 feet of a downtown sidewalk or in public squares downtown. The Ashland Police Department added a second Central Area Patrol Officer and increased the number of police cadets from four to seven in order to improve uniformed presence downtown. Additionally, the City contracted with Jackson County for the use of two jail beds for individuals convicted of crimes in Ashland Municipal Court. At its July 18 goal-setting session, the Council discussed its desire to evaluate the effective of the actions it had taken regarding downtown behavior. Staff subsequently suggested a number of statistical measures that could be provided regarding citations, arrests and convictions and further suggested a statistically valid survey of downtown businesses to determine whether they perceived an improvement. The Southern Oregon University Research Center has indicated that it is willing and able to undertake such a survey for the City. SOURCE will conduct the survey in November and December and report the results to the Council in January, at which time staff can also report to the Council on CY 2016 law enforcement and court statistics. Because this is an agreement with another government entity, a competitive bidding process is not required, however under Ashland's Municipal Code, Council approval is required for all intergovernmental agreements. COUNCIL GOALS SUPPORTED N/A FISCAL IMPLICATIONS: Page 1 of 2 ILVI CITY OF ASHLAND The cost of the survey is $4,996. Funds are budgeted and available in the Administration budget (professional services). STAFF RECOMMENDATION AND REQUESTED ACTION: Staff recommends approval of this IGA. SUGGESTED MOTION: I move approval of an intergovernmental agreement with Southern Oregon University Research Center for research services. ATTACHMENTS: Agreement with Southern Oregon University Page 2 of 2 ~M PIA SOUTHERN OREGON UNIVERSITY/ CITY OF ASHLAND DOWNTOWN ORDINANCES STUDY RESEARCH AGREEMENT THIS AGREEMENT is entered into by and between Southern Oregon University, a university with a governing board (1250 Siskiyou Blvd., Ashland;, Oregon), hereinafter referred to as "SOU"; and the City of Ashland, hereinafter referred to as "SPONSOR". WHEREAS, SPONSOR desires that SOU provide it with research services in accordance with the scope of work described in Section I below; and WHEREAS, the performance of such research is consistent, compatible, and beneficial to the academic and public service mission of SOU as a public institution of higher education; NOW, THEREFORE, in consideration of the mutual promises and conditions contained herein the parties agree as follows: 1. SCOPE OF WORK SOU agrees to perform the research or public service activities described in Attachment A. The parties hereby acknowledge and agree that Attachment A is specific enough for both parties to fully understand the work product agreed to, the final completion or delivery deadline(s), and any interim progress reporting or product or service stages required. II. AGREEMENT PERIOD This Agreement is effective on the date it has been signed by every party hereto (the "Effective Date") and shall be completed on or before January 30; 2017 unless subsequent time extension, supplement, addendum, continuation, or renewal is mutually agreed upon in writing between the parties. III. COMPENSATION SPONSOR agrees to pay SOU for services performed under this Agreement in the amount of $4,996 in accordance with the budget outlined in Attachment B. The SPONSOR's payment to SOU, equaling one-half of the total cost, shall be received within 30 days of the effective date. The second one-half payment shall be received by January 30, 2017. All payment(s) shall be sent to the following address: SOU Business Services Business Services, Accounts Receivable Attn: Patti Elliot 1250 Siskiyou Blvd. Ashland, OR 97520 IV. REPORTING REQUIREMENTS SOU will provide its final report, referenced in Attachment A, on or before January 20, 2017 unless an extension is mutually agreed upon by both parties. 1 V. CONFIDENTIALITY To the extent permitted by the Oregon Public Records Law, SOU agrees to keep confidential any propriety information that (1) is supplied to SOU by SPONSOR during the course of the research or public service performed by SOU and (2) that SPONSOR identifies to SOU as its "CONFIDENTIAL/ PROPRIETARY INFORMATION". Such information will not be included in any published material without prior approval of SPONSOR. SOU agrees to provide any proposed publication to SPONSOR prior to submission for publication to allow SPONSOR the opportunity (1) to review the publication for the inclusion of SPONSOR-owned confidential information and (2) to determine whether patentable inventions or discoveries of SPONSOR are disclosed therein. SPONSOR shall not unreasonably withhold approval of SOU's efforts to publish any research arising from this project. VI. EQUIPMENT All equipment purchased under this Agreement becomes the property of SOU unless otherwise provided herein. VII. INDEMNIFICATION To the extent permitted by the Oregon Tort Claims Act (ORS 30.260 to 30.300), each party shall defend, indemnify and hold the other party and its officers, employees and agents harmless from any and all losses or claims (including actions, costs, expenses, judgments, settlement agreements, subrogations, legal fees and costs of defending actions or suits, or other damages) directly or indirectly resulting from or allegedly resulting from the negligence, wrongful acts, or omissions or willful misconduct of the indemnifying party (including but not limited to the indemnifying party's employees, agents, and others designated by the indemnifying party to perform work or services attendant to this contract) in the performance or nonperformance of this contract. Neither party shall be held responsible for an,y losses or claims to the extent such losses or claims were caused by the negligence, wrongful acts or omissions of the other party, or its employees, officers, or agents. VIII. COMPLIANCE WITH APPLICABLE LAWS SPONSOR and SOU each agree to comply with all applicable federal, state, and local laws, codes, and regulations in its performance of the work required by this Agreement. IX. ASSIGNMENT Neither party shall assign or transfer any interest in this Agreement, nor assign any claims for money due or to become due during this Agreement, without the prior written consent of the other party. X. PATENTS, INVENTIONS, AND COPYRIGHTS SOU agrees to take appropriate steps to cause its personnel assigned to the project under this Agreement to disclose any and all inventions, improvements, and publication materials conceived or reduced to practice in the performance of the research and services and relating to the subject matter thereof, in the form of patent memoranda descriptive of such inventions and discoveries and containing adequate information necessary for the filing of patent and/or copyright applications. 2 SOU shall retain all right, title, and interest to such inventions, patents, and copyrights, which it may file at its election. SOU may determine to negotiate to share patents, and i-oyalties with SPONSOR, in consideration of the extent of SPONSOR's support of the project. SPONSOR shall request such consideration in writing to SOU within thirty {30} days following notification by SOU of the invention, discovery, or publication materials. Upon such filing, the parties agree to complete negotiations of terms and conditions of patent, copyright, and royalty within six months from date of SPONSOR's request. SPONSOR and SOU agree to negotiate said terms and conditions in good faith. XI. PUBLICATION ON BY SPONSOR SPONSOR shall not include the name of SOU in any advertising, sales, promotion, or other publicity material without the prior written approval of SOU. XII. SUCCESSORS IN INTEREST The provisions of this contract shall be binding upon and shall inure to the benefit of the parties hereto., and their respective successors and assigns. XIII. INSURANCE SOU shall secure at its own expense and keep in effect during the term of this contract the following insurance: • General Liability insurance with minimum limits of $1,000,000 per occurrence and $2,000,000 aggregate. • A certificate of insurance showing coverage for these policies shall be endorsed to name SPONSOR as an additional insured in such insurance policies and be received by the SPONSOR within 10 days of execution of the contract. Any notices under these policies shall be made by contacting: Joanne Preston SOUTHERN OREGON UNIVERSITY 1250 Siskiyou Blvd. Ashland, OR 97520 Mr. Jason A. Catz SOUTHERN OREGON UNIVERSITY 1250 Siskiyou Blvd. Ashland, OR 97520 XIV. GOVERNING LAW. This contract shall be governed and construed in accordance with the laws of the State of Oregon. Any claim, action, or suit between SOU and SPONSOR that arises out of or relates to performance of this contract shall be brought and conducted solely and exclusively within the Circuit Court for Jackson County, for the State of Oregon. Provided, however, that if any such claim, action, or suit 3 may be brought only in a federal forum, it shall be brought and conducted solely and exclusively within the United States District Court for the District of Oregon. XV. SEVERABILITY. If any term or provision of this contract is declared by a court of competent jurisdiction to be illegal or in conflict with any law, the validity of the remaining terms and provisions shall not be affected, and the rights and obligations of the parties shall be construed and enforced as if the contract did not contain the particular term or provision held to be invalid. XVI. TERMINATION This Agreement may be terminated at any time by the mutual agreement of both parties. Also, one party may terminate this agreement upon written notice to the other party at least thirty (30) days prior to the intended date of termination. However, such early termination shall not nullify obligations already incurred for performance prior to the date of termination. XVII. NOTICES AND REPRESENTATIVES. All notices, certificates, or communications shall be delivered or mailed postage prepaid to the parties at their respective places of business as identified in the signature block of this contract, unless otherwise designated in writing. Copies of such correspondence shall also be sent all other contract signatories. XVIII. EXECUTION AND COUNTERPARTS. This contract may be executed in several counterparts, each of which shall be an original, all of which shall constitute but one and the same instrument. XIX. FORCE MAJEURE. Neither SOU nor SPONSOR shall be held responsible for delay or default caused by fire, riot, acts of God, or war where such cause was beyond, respectively, SOU's or SPONSOR's reasonable control. XX. WAIVER. The failure of SOU to enforce any provision of this contract shall not constitute a waiver by Institution of that or any other provision. THIS AGREEMENT CONSTITUTES THE ENTIRE AGREEMENT BETWEEN THE PARTIES. THERE ARE NO UNDERSTANDINGS, AGREEMENTS OR REPRESENTATIONS, ORAL OR WRITTEN, NOTSPECIFIED HEREIN REGARDING THIS AGREEMENT. NO AMENDMENT, CONSENT, OR WAIVER OF TERMS OF THIS AGREEMENT SHALL BIND EITHER PARTY UNLESS IN WRITING AND SIGNED BY ALL PARTIES. ANY SUCH AMENDMENT, CONSENT, OR WAIVER SHALL BE EFFECTIVE ONLY IN THE SPECIFIC INSTANCE AND FOR THE SPECIFIC PURPOSE GIVEN. CONTRACTOR BY THE SIGNATURES BELOW OF ITS AUTHORIZED REPRESENTATIVE, ACKNOWLEDGES HAVING READ AND UNDERSTOOD THE AGREEMENT AND THE CONTRACTOR AGREES TO BE BOUND BY ITS TERMS AND CONDITIONS. 4 IN WITNESS WHEREOF, the parties hereto have executed this agreement as of the day and year of the latest date appearing with the signatures below. CITY OF ASHLAND SOUTHERN OREGON UNIVERSITY "SPONSOR" "SOU" By By Dave Kanner Craig Morris Ashland City Administrator VP Finance and Administration Federal Tax ID#93-6002117 Federal Tax ID #47-2963287 Date: Date: ATTACHMENT A: Scope of Work ATTACHMENT B: Budget A OV A rORM Ashlars i omey Is 5 Attachment A Scope of Work The Southern Oregon University Research Center (SOURCE), under the directorship of Dr. Eva Skuratowicz, will provide the following: 1. In consultation with the City of Ashland, construct a one-page mail-in questionnaire for the businesses within the designated non-smoking area in downtown Ashland. The questionnaire will ask about recently enacted downtown ordinances in order to determine if there have been changes in downtown behavior. 2. In consultation with the City of Ashland, develop a cover letter. 3. SOURCE will seek final approval from the City of Ashland for the questionnaire and cover letter prior to mailing. 4. Print out cover letters, questionnaires, and envelopes for the survey. 5. Send out two mailings of the questionnaire. 6. Follow-up with phone interviews with those businesses that do not respond to the two mailings of the questionnaire. 7. Enter the data from the completed questionnaires. 8. Analyze the data. 9. Provide a final report to the City about the findings by January 20, 2017. 10. Provide an oral presentation to the City Council, upon request, following the submission of the written report. The City of Ashland will provide the following: 1. Feedback regarding the one-page questionnaire and the cover letter. 2. Addresses of the downtown Ashland businesses within the designated non-smoking area. 6 Attachment 13 Budget 1011 Printing, Postage and Mailing $405.72 Labor costs including OPE (taxes and benefits) $39534.70 Miscellaneous Supplies $50.00 Project Subtotal $3,990.42 Indirect Cost Recovery 25.2% $1,005.59 Project total $4,996.01 7 CITY OF ASHLAND Council Communication November 1, 2016, Business Meeting Discussion of questions to be addressed for the purpose of clarifying the 10x20 Ordinance FROM: Dave Kanner, city administrator, dave.kanner@ashland.or.us SUMMARY This is a discussion of what questions, if any, should be added to a list of questions that need to be answered in order to clarify and then begin implementation of the "10 x 20" ordinance that was adopted by the Council on September 6. An initial list of questions was developed by staff and discussed by the Climate and Energy Action Plan ad hoc Committee at its October 15 meeting, at which time the committee added other questions to the list. This discussion is not intended to answer any of these questions, but only to determine what other clarifying questions the Council has. BACKGROUND AND POLICY IMPLICATIONS: On April 26, 2016, a group of local citizens filed an initiative petition to refer to the ballot an ordinance titled "An Ordinance Requiring the City of Ashland to Produce 10 Percent of the Electricity Used in the City from New, Local and Clean Resource by the Year 2020." On August 10, the City Recorder verified that the petitioners had gathered enough signatures to refer the ordinance to the ballot. At its August 16 business meeting, the Council agreed to accept the ordinance rather than referring it, and adopted the ordinance on first and second reading at its September 6 meeting. Before the ordinance can be implemented and the fiscal implications of various implementation scenarios can be determined, many clarifying questions must be answered. For instance, the ordinance as written does not contain definitions of "new," "local" or "clean." The ordinance is not clear as to whether the 10% refers to annual consumption, peak day demand or average daily demand or some other benchmark of electricity use, nor is it clear as to what is meant by "from and after the year 2020." In addition, Ashland is already subject, under state law, to renewable portfolio standards, the cost implications of which may be very different than those of the 10 x 20 ordinance, depending on how the ordinance is clarified. Given the above, staff assembled a list of questions both policy questions and clarifying questions that it feels must be answered to determine how and at what cost the ordinance will be implemented. This list was shared with the Climate and Energy Action Plan ad hoc committee for the purpose of having the committee add other questions that staff may not have considered. The purpose of the agenda item before the Council is not to attempt to answer any of these questions, but rather to see what other questions the Council would like to add to this list. Page 1 of 2 CITY OF ASHLAND Once the list is complete, staff will develop alternative answers to the questions and with those answers, assemble a variety of scenarios for achieving the goal of the ordinance. Staff will then return to the Council to have it review, amend or add to these scenarios, after which staff will hire an objective third-party consultant to evaluate the feasibility and cost of each of the scenarios. With this information in hand, the Council can then either amend the ordinance or adopt an implementing resolution and the City can begin the work of actual implementation. COUNCIL GOALS SUPPORTED: 21. Be proactive in using best practices in infrastructure management and modernization. FISCAL IMPLICATIONS: None STAFF RECOMMENDATION AND REQUESTED ACTION: N/A. This item is for discussion only SUGGESTED MOTION: N/A. This item is for discussion only ATTACHMENTS: 1. City of Ashland Electric Utility fact sheet 2. 10x20 ordinance questions for Council 3. Ordinance No. 3134 Page 2 of 2 CITY OF -ASH LAN D City of Ashland Electric Fact Sheet Ashland's Energy Sources 1. The City of Ashland Electric Utility (The City) purchases 98-99% of the community's net electricity consumption from Bonneville Power Administration (BPA). 2. The City generates 1-2% of the community's net electricity consumption from a City owned and operated hydro generator located near Reeder Reservoir. 3. The electricity that is purchased from BPA is predominantly from hydroelectric generation (85% hydro, 10% nuclear, 5% undetermined (open market purchases - most recent calendar year predominately wind). 4. Large scale hydroelectric generation is defined as a clean and renewable energy source by the US Department of Energy, US Energy Information Administration, US Environmental Protection Agency, and Oregon Department of Energy. 5. The current contract with BPA expires Sept 30, 2028. 6. The current total cost of wholesale power, including delivery and demand charges, is just over four cents per kwh. Ashland's Renewable Energy Requirements 1. The State of Oregon requires that all electric utilities comply with renewable portfolio standards (RPS) that impose specific portions of the total power generation or purchases by utilities to be from renewable sources. 2. RPS levels are different for investor-owned utilities (Pacific Power and PGE) and consumer owned utilities (includes municipal utilities, public utility districts and cooperatives). 3. As a municipal utility, the City has no additional RIDS requirement until 2025 when the requirement is 5% (see future section for ORS exclusions) 4. The RPS regulations exclude "existing hydro" (prior to 1995) as a qualifying resource in meeting a utilities RPS requirement. The RIDS allows upgrades to existing hydro as a qualifying resource in meeting the RPS requirement. Ashland's Renewable Energy Acquisition 1. Efficiency improvements to existing hydro are RPS qualifying and the City receives its proportionate share through the issuance and transfer of RECs from BPA hydro system efficiency improvements. 2. The City has a supplemental contract with BPA for the purchase of an equivalent of 6% of its total electricity needs through BPA's Environmentally Preferred Power (EPP) program as renewable energy credits (RECs). 3. The current BPA EPP contract expires Sept 30, 2016. 4. Customer-owned solar systems are not RPS qualifying because the customer owns the associated RECs, not the City. 5. The City's local hydroelectric generation is not RPS qualifying as it is "existing hydro" (in use prior to 1995). Efficiency improvements to the hydro generator could qualify. 1 CITY OF -AS H LAN D Ashland's Future Renewable Energy Requirements 1. The City's state-mandated RPS requirement increases to 5% by the end of 2025. 2. The City has "banked" RECs in anticipation of future RPS needs. 3. The City will have acquired enough RECs by 2025 to meet the 5% requirement through the year 2039. During the years post 2025, the City will continue to acquire enough RECs to meet the RPS requirement through 2048. 4. The Council has adopted a local ordinance (dubbed 10 by 20) that requires the generation or acquisition of new, local and clean electricity equivalent to 10% of the community's electric consumption by 2020 (individual terms not yet defined). 5. The Oregon RPS recognizes certain exceptions to the RPS (exemption from 5% requirement). The exceptions that apply to the City are: a. "Acquiring the additional electricity would require the electric utility to substitute qualifying electricity for electricity from an energy source other than coal, natural gas or petroleum." ORS 469A.060 (1) (b), amended (HB 1547) 6. "A consumer-owned utility is not required to comply with a renewable portfolio standard to the extent that compliance would require the consumer-owned utility to reduce... purchases of the lowest priced electricity from Bonneville Power Administration..." and "applies only to firm commitments for BPA electricity that the Bonneville Power Administration has assured will be available to a consumer-owned utility to meet agreed portions of the consumer-owned utility's load requirements..." ORS 469A.060 (3), amended (HB 1547) 2 CITY OF -ASHLAND 10% by 2020 Ordinance Questions for Council Policy Questions 1. What are the primary objectives of the ordinance and in what order of priority? a. Independence from the regional electricity grid? b. Emergency access to electricity due to regional grid failure? c. Carbon mitigation locally? d. Carbon mitigation regionally? 2. Should the ordinance be developed to utilize the State of Oregon RIDS structure as defined in Oregon Revised Statutes (ORS) as the template and model to implement the 10 by 20 ordinance? 3. Should the ordinance be developed with its own set of definitions, standards and eligible resources separate from the State RPS structure? 4. If separate from the State RPS, should the local supplemental RIDS include or exclude the state RIDS mandates, i.e. cumulative or additive? 5. Should the clarified goals and intent of the ordinance be incorporated into the Climate and Energy Action Plan (CEAP) or remain as a stand-along ordinance? 6. How does the ordinance fit in with the other goals of the CEAP? Should it take precedence both financially and in priority or should it be reviewed and evaluated equally with the other strategies and actions within the plan? 7. What would the impacts of this ordinance be on low income residents/customers in our community? 8. How does the ordinance impact the existing BPA contract? 9. What is the total renewable energy potential in the City? 10. How would implementation of this ordinance impact future GHG emissions as defined and calculated in the City's GHG Inventory Ordinance Content Questions 1. What are the definitions of the following: a. New i. As of what date? ii. New generation or newly acquired by the City Electric Utility? b. Clean Resources i. Renewable energy as defined in ORS? ii. City specific definition? iii. Does that include energy efficiency, demand response? c. Cause to be produced i. Limited to City owned/operated generation facility? ii. Purchase of qualifying electricity from others? iii. Purchase of RECs 3 CITY OF -A5 H LAN D d. Local i. Within City limits? ii. Within Rogue Valley? iii. Within Oregon? iv. Within Northwest Power Pool territory? e. 10% of electricity used in the City i. Annual consumption (as defined by state RPS standard)? ii. Peak day demand? iii. Average daily demand? iv. Peak day consumption? v. Average daily consumption? vi. Other benchmark of electricity use? 2. What does "from and by 2020" mean? a. Is that January 1, 2020 or December 31, 2020? 3. Should the ordinance contain any financial caps or limits relating/compared to the acquisition cost of other wholesale electricity products? 4. Should language be added to address how the 10% calculation is updated each year? 4 ORDINANCE NO. AN ORDINANCE REQUIRING THE CITY OF ASHLAND TO PRODUCE 10 PERCENT OF THE ELECTRICITY USED IN THE CITY FROM NEW, LOCAL AND CLEAN RESOURCE BY THE YEAR 2020 AND AN EMERGENCY IS DECLARED TO TAKE EFFECT ON ITS PASSAGE RECITALS: WHEREAS climate change is caused in large part by human action. WHEREAS Ashland citizens have a responsibility to contribute to slowing of climate change. WHEREAS Ashland owns its own electric utility. SECTION 1. The City of Ashland shall cause at least 10 percent of the electricity used in the City to be produced from new, local and clean resources from and after the year 2020. SECTION 2. The City of Ashland shall enact such ordinances and resolutions, and appropriate such funds and take necessary actions as are necessary to implement the requirements of Section 1 above. SECTION 3. This Ordinance being necessary to meet the requirements set by Oregon State Elections Law, an emergency is declared to exist, and this Ordinance takes effect on its passage. The foregoing ordinance was first read by title only in accordance with Article X, Section 2(C) of the City Charter on the day of 2016, and dul PASSED and ADOPTED this day of , 2016. Barbara M. Christensen, City Recorder SIGNED and APPROVED this day of , 2016. jberg, Mayor Reviewed as to form: David H. Ld man City Attorney Ordinance No. Page 1 of 1 1 IF Council Communication November 19 2016, Business afro Right-of-Way Acquisition from IPC® Development FROM: Michael R. Faught, Public Works Director, michael.faug}ltgashland.or.us SUMMARY Staff seeks Council approval of the acquisition of road right of way from IPC® development for construction of the Independent Way project. Independent way, which is identified in the Transportation Systems Plan and included in the 2015-17 Capital Improvement Plan, would serve the industrial area of south Ashland with a connection from Washington Street to Tolman Creek Road. The negotiated purchase price is $8.50/square foot BACKGROUND AND POLICY IMPLICATIONS The Washington Street/Highway 66 intersection does not meet ®D®T intersection spacing standards. As such, the Exit 14 Interchange Area Management Plan recommends restricting left turn movement from Washington Street onto Hwy. 66 at some point in the future by extending the existing median on Highway 66 by the freeway to Tolman Creek Road. This restriction on turning movements would have severe detrimental effects for businesses in that area. Pro2oserl Solution in 2012 TSP: The Transportation System Plan adopted by Council on March 19, 2013, identified a new road project (#R25) between Washington Street and Tolman Creek Road. This new road was listed as a high priority to provide relief to the Washington and OR 66 intersection deficiencies. R25 would reduce or eliminate the need to construct a median on OR 66 from the existing 200 foot median to Tolman Creek Road. Public Process: At the August 16, 2012, Joint Ashland Planning Commission and Transportation Commission meeting for the TSP update, the commissions unanimously recommended adding the new road between Tolman Creek Road and Washington Street and to recommend Council sign a Letter of Intent with the property owner for the purchase of right-of-way and construction of the new road. At the December 13, 2012, City Council meeting, Council approved the Letter of Intent to purchase the right-of-way for the new road between Tolman Creek Road and Washington Street with IPC® Development. The 2015-17 Biennium budget included $1.8 million to purchase right-of-way and construct R25. Page 1 of 3 On September 8, 2015, the Planning Commission approved planning action 42015-00422 approving the new road , tree removal permits, driveway locations, associated circulation and an overall master site plan that will be subject to full site plan review as the owners propose buildings. Action Playa As directed by Council and required by the approved Letter of Intent with IPCO development, staff moved forward with the land use approval and subsequent negotiations to purchase right-of-way for 8225. A summary of the status of those action items identified in the Letter of Intent are as follows: Let@er o f I ntent Lsee attached) Status.- * The City helps IPCO Development process a master site plan through the planning process. o Completed, the Planning Commission approved Planning Action 42015-00422 on September 8, 2015. The City assists IPCO Development to adjust existing conservation easement. o Completed, included in the September 8, 2013 planning approval. ® City purchases 55 feet of right-of-way and constructs new street with a bridge through IPCO Development property. o Staff recommends the City Council accept owners requested priced of $8.501sf for an estimated total of $341,351 (estimated cost may change with final survey). o Engineering for the road project is 75% complete and construction is anticipated to begin August 1, 2017. ® The City relocates existing utilities within the proposed new street. o This will be incorporated into the street construction project. Rikht--OL Way Purchase Details The negotiated price of $8.50/sf (approx. $341,000) is higher than the initial appraised price for the property, which was $7/sf (approx. $281,000). The property owner has made clear his unwillingness to consider any price lower than $8.50/sf, thus leaving the City with the options of meeting that price or pursuing condemnation. If the City were to pursue condemnation, the cost of appraisers, right-of-way experts and attorneys would likely come close to if not exceed the difference between the appraisal and the negotiated price, in addition to taking years to complete. Given that and given the importance of this project, staff recommends accepting the negotiated price and avoiding condemnation proceedings. FISCAL IMPLICATIONS: This project is currently funded in the 2016/17 biennium budget at $1.8 million. The budget assumed economic development grant funding in the amount of $1 million would be available, but no such grants have been identified. Staff then contacted the Infrastructure Financing Authority's (IFA) Special Public Works Fund loan program and learned that this project would be eligible for a loan. This project is SDC-eligible, meaning SDC (system development charge) funds can be used to pay for the project or to repay an IFA loan. Funds are budgeted and available in the Street Fund. COUNCIL GOALS SUPPORTED: Develop and support land use and transportation polies to achieve sustainable development. Page 2 of 3 IFLAA611 Q Be proactive in using best practices in infrastructure management and modernization. STAFF RECOMMENDATION AND RE ~UE TED ACTION: Staff recommends Council approve the acquisition of road right of way from IPCO Development in the amount of $9.50s/f for an estimated total of $341,000, for the Independent Way road project. SUGGESTED MOTIONS: I move approval of the acquisition of road right of way from IPC® Development in the amount of $8.50 per square foot for the Independent Way road project and authorize the city administrator to sign all documents necessary to complete the transaction. ATTACHMENTS: 1. Fetter of Intent 2. Aerial location map Page 3 of 3 IWAL'i'l Council Communication December 49 2012, Business Meeting Letter of Intent for Washington Street Extension to T®Rman Creek Road FROM Michael R. Faught, Public Works Director, faughtm@ashland.or.us SUNEV RY This is a letter of intent with IPCO Development that would allow a new street connection between Washington Street and Tolman Creek Road to be added to the Transportation System Plan (TSP) without opposition. This proposed new street connection would reduce or eliminate the need to construct a median on OR 66 (Ashland Street) from Exit 14 to Tolman Creek Road which would restrict left hand turn movement out of Washington Street. BACKGROUND AND POLICY IMPLICATIONS: At the August 20, 2012 City Council Study Session, Council heard a presentation about the proposed letter of intent with IPCO Development. This letter was reviewed and supported by the joint Planning and Transportation Commissions. Following that meeting, staff worked with IPCO Development to assemble terms of the proposed letter of intent. Please note there have been some changes to the referenced site plan map as a result of the final negotiated terms of the letter of intent. For clarity, key elements of the proposed letter of intent include the following: ® City purchases 55 feet of right-of-way and constructs a new street with a bridge through IPCO Development's property. The proposed street does not meet street standards (sidewalk on one side and curbside sidewalks) as it will be designed to meet the existing property constraints. ® The City relocates existing utilities within the proposed new street. ® The City assists IPCO Development to adjust existing conservation easement to match FEMA flood map. ® The City helps IPCO Development process a master site plan through the planning process. August 20, 2012 Council Study Session Information The TSP update process has identified a number of important future street extensions that ensure connectivity and improve the transportation system. One of those streets, a connection between Washington Street and Tolman Creek Road, has been identified as a high priority project as relief to the Washington Street and OR 66 intersection deficiencies. This intersection does not meet Oregon Department of Transportation (ODOT) intersection spacing standards, and as such, the Interchange Area Management Plan recommends restricting left hand turn movements at this intersection. The problem of limited space between intersections is that traffic attempting to turn left off of Washington Street onto OR 66 will find it difficult to find gaps, which could cause traffic accidents to increase at that intersection as vacant land develops within the Washington Street area. Page 1 of 2 PFI& ral'i `V The Washington Street to Tolman Creek Road connection was added to the TSP update process (project #R25) because this connection will serve as Washington Street's left turn onto Ashland Street if ODOT decides to extend the median. It can also help prevent the median from being extended by reducing the likelihood that safety warrants triggering restricted left hand turn movements from Washington Street will occur. The joint Transportation and Planning Commissions were tasked with updating the TSP and heard public testimony from the affected property owner (IPCO Development) in opposition to adding the Washington Street to Tolman Creek Road connection early in the process. Staff then began working with the property owners and believes that, with Council approval, a workable agreement has been reached to proceed with adding the project to the TSP document. After hearing the terms of the proposed letter of intent, the joint Planning and Transportation Commissions recommended that Council approve staff's recommendation to sign a letter of intent with IPCO Development. FISCAL IMPLICATIONS: Road construction costs are estimated at $1,015,000 and no property acquisition cost estimates have been developed to date. If the project is added to the TSP, then some system development funds will be eligible. However, staff will try to obtain economic development funds from the State of Oregon for the remainder of the project costs as this project will also be needed as the Washington Street area commercial and industrial area develops. STAFF RECOMMENDATION AND REQUESTED ACTION: Staff is recommending that City Council approve the Washington Street extension to Tolman Creek Road draft letter of intent with IPCO Development. SUGGESTED MOTION: Move to approve the Washington Street extension to Tolman Creek Road letter of intent between IPCO Development and the City of Ashland. ATTAC ENTS: 1. Draft Letter of Intent 2. Draft Project #R25 Washington Street Extension to Tolman Creek Road TSP Project Sheet 3. IPCO Master Plan Map Page 2 of 2 P411 174" 11 Y. 4 r x a$ ~ 'b . . P <x TD N CREEK RID ' ~ - 455 • ( I ' f illy" US MAY 44, 1r Voi < .v a ~ as ^"a T All -77 ! , .t _ a e' *~l i 1 } < I 1 , lid T Alp" ►N SST<. - , RI ] y MIX JEFIFERSN,A+II` j u; PIZ- 1 s ~ M! fS r «a , e fi > jot m„ ~e < 3 b < - s t 7 H~ .tom f; f CITY OF ASHLAND Council Communication November 1, 2016, Business Meeting Second Reading of an Ordinance Repealing and Replacing AMC Chapter 6.40 by Adoption of State and County Regulations FROM: David Shepherd, deputy fire chief, david.shepherd@ashland.or.us SUMMARY: This is the second reading of an ordinance. No changes were recommended at the first reading on October 18, 2016. Oregon Revised Statute (ORS) Chapter 682 requires local governments to comply with their county plan in regards to ambulance services. Ashland Fire & Rescue (AF&R) finds that Ashland Municipal Code (AMC) 6.40 is redundant in nature and in many places does not comply with the county plan. It is therefore recommended that we repeal the outdated AMC language and replace it with language that complies with current state and county regulations. BACKGROUND AND POLICY IMPLICATIONS: Wanting to ensure that the citizens of Ashland would receive excellent medical care from their local ambulance provider, the City adopted AMC 6.40 in the mid-1990s. AMC 6.40 was designed as a regulatory document for any ambulance service wanting to provide medical transports in the city. Unfortunately, AMC 6.40 is now in conflict with state and county regulations. In its current form, section 3 of ORS 682.031 reads: When apolitical subdivision enacts an ordinance regulating ambulance services or emergency medical services providers, the ordinance must comply with the county plan for ambulance services and ambulance service areas adopted under ORS 682.062 by the county in which the political subdivision is situated and with the rules of the Oregon Health Authority relating to such services and service areas. The county governing body shall make the determination of whether the ordinance is in compliance with the county plan. [Formerly 682.275; 2009 c.595 §1067; 2011 c. 703 §5] While much of AMC 6.40 complies with the county plan, a majority of the ordinance is a duplication of efforts. More importantly, some sections of the code are more restrictive than the county plan. As the above ORS directs the City to "comply" with the county plan, staff believes that those items that are above and beyond the county plan could expose the City to potential litigation. Without knowing the specifics to why the City went into such detail in creating the code, it's assumed that at the time of its creation (1995) the county plan was not well defined or well regulated. Regardless, by the late 1990s, department records indicate that the Jackson County Ambulance Service Plan was fully implemented and operational for all ambulance providers in Jackson County. Page 1 of 2 CITY OF ASHLAND As the intent of this proposed change is to eliminate most of the current AMC language, it is important to demonstrate that any ambulance service operating in Ashland will be well regulated by both county and state regulations. Currently, the Jackson County Ambulance Service Plan regulates/monitors: • Response times • Mutual aid and disaster response • Level of care provided • Dispatch procedures • Training requirements • Budgeting practices • Supervising physician oversight • Insurance requirements • Equipment • Community service • Vehicles • Geographical service areas • Patient billing practices • Quality assurance In addition to submitting monthly response time statistics a provider is required to submit yearly data on all items shown above. These monthly and yearly reporting requirements address most of the regulatory conditions currently found in AMC 6.40. COUNCIL GOALS SUPPORTED: N/A FISCAL IMPLICATIONS: N/A STAFF RECOMMENDATION AND REQUESTED ACTION: Staff recommends approval of this ordinance. SUGGESTED MOTION: I move approval of second reading by title only of an ordinance titled, "An Ordinance Repealing and Replacing AMC Chapter 6.40 by Adoption of State and County Regulations". ATTACHMENTS: • Ordinance • ORS 682.031 • Jackson County Ambulance Service Plan, Chapter 1075 Page 2 of 2 ORDINANCE NO. AN ORDINANCE REPEALING AND REPLACING AMC CHAPTER 6.40 BY ADOPTION OF STATE AND COUNTY REGULATIONS Annotated to show de et ons and additions to the code sections being modified. Deletions are bold lined through and additions are bold underlined. WHEREAS, Article 2. Section 1 of the Ashland City Charter provides: Powers of the City. The City shall have all powers which the constitutions, statutes, and common law of the United States and of this State expressly or impliedly grant or allow municipalities, as fully as though this Charter specifically enumerated each of those powers, as well as all powers not inconsistent with the foregoing; and, in addition thereto, shall possess all powers hereinafter specifically granted. All the authority thereof shall have perpetual succession. WHEREAS, the City of Ashland has historically operated its ambulance and emergency medical services pursuant to its own Ashland Municipal Code Chapter 6.40. WHEREAS, Oregon Revised Statute 682.031 says that political subdivisions, such as the City of Ashland, may not require less than that which is required under Oregon statutes regulating ambulances and emergency medical services providers. ORS 682.031 further directs local government ordinances to strictly comply with the county plan for ambulance and emergency medical services in which the local government is located. WHEREAS, AMC 6.40 is similar to but not identical to state and county law, therefore giving rise to ambiguity, potential liability, and the need for continuous monitoring to ensure consistency as applicable state and county laws are revised. WHEREAS, adopting by reference the provisions of ORS Chapter 682 and Jackson County Ambulance Service Plan, Chapter 1075 as the City of Ashland's ordinance on ambulance and emergency medical services would ensure continued compliance with state law without materially changing the City's ambulance and emergency medical services operations. THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS: SECTION 1. Ashland Municipal Code Chapter 6.40 Emergency Medical Services is hereby repealed in its entirety as follows: SECTION 6.40.010 Definitions The foil -.r-ds and phrases as used in this ehapter- shall have the follo,~Ong mennings: Ordinance No. Page 1 of 9 A. Ambulanee. Any privately or publiely wvvned motor vehiele that is regularly provided or offered to be provided for the emergeney transportation of per-sons suffe from ill I . li try or disability. B. Ambula • Any > governmental unit, eorporation, partnership, sole proprietorship or other entity that operates- ambulanees and that holds itself out as providing pre hospital eare or medieal transportation to siek, injured or disabled persons. C. Ambulanee Operator. An ageney or- person engaged in the business of furnishing Ambula D. Emergency. Any non hospital oeeurrenee or situation involving illn ' Y-Iff disability Ne wherei f IL i of sueh services is likely to aggravate the eondition or endanger personal health or safety ' A»F1iA rnA(c) TNAAfmAHT AAmmll rlln T1Ar1 [Y evaluation, hospital, F. EmergeneyMedical Teehnieian (EA4T). A per-son defined in ORS 823.020-. G. Health Care Faeility. A A .7 > provides medic l AN psyTn intrin eare or C~AN~)•AA lllvl.ii~. • 14• • individuals, either male or female, partnerships, firms, corporations and . assoeiati-Ons of every h4nd and their agents, servants or emplo.37T L -Pre hospital Care. Care rendered by emergeney edieal teehnieia ineiden of the operation of ambulanees and eare rendered by emergeney medieal teehnieians as ineidents of other public or private safety duties. j. Response Time. The period of time from reeeipt of a eall for EMS assistanee by the response ageney until the arrival of EMS providers. (Ord. 27,78 S!, 199-6) SECTION 6.40.020 Lieense and Personnel Required A. No perso.n. shall operate an ambulanee business within the eorporate limits of thle eity, without first obtaining a lieense for operation. R. No persol.n. shall operate a vehicle as an ambulanee that is not equipped, operated, and attended by the personnel as required by this ehapter. Notwithstanding subseetions A and B of this C. ' any, per-son operating an ambulanee business within the eorporate limits of the eity on the date this ordinanee-tis enaeted shall have until Deeember 31, 1995 to eomplywith this ehapter, SECTION 6.40.030 Exempt Per-sons and Aetivities The provisions of this ehapter do Hot apply4w. A. Ambulanees owned by or operated under the eontrol of the United States B. Vehieles being used to render temporary assistanee to lieensed ambulanee operators are unable to eope, or when direeted to be used to r-ender temporary, assistanee by, a publie offiei ' at the c eerie of an aeeident C. Vehieles operated solely on priv te property or within the confines of institutiona 1 wh ether or not the ineideflital erossing of any public street serving the property o grounds is involved, Ordinance No. Page 2 of 9 D. Alehieles operating from a business loeation, offiee or- headquar-teirs outside the eit~-, that are transporting a patient from an area outside the eity to a health eare faeffitywithin . E. A7eh eles operating as " neonatal ir.+eHC i re unit. F. Vehieles transporting a patient to an air ambulanee at the Ashland Munieipal A 1NHAN* eN {l patient from the l11NHeN+ ii7he erNtve/Y by air- ambulanee. (Or-d. 2778 S2, 1996) SECTION 6.40.040 Minimum Ambulanee and Equipment Standards A. Ambulanees shall be of the federal ambula ifleation KKK 1822 A types ' or S B. ' in addition to the equipment standards set by the State of Oregon, the equipment required in the jaekson County Ambulanee Sen4ee Plan. (0M. 2778 C2,1996) C. All ambulances proposed to be used by the ambulanee operator- shall be presented to the eity administr-ator or designee for inspeetion within fifteen days of the date o a"heation. All new or r-eplaeement ambulanees shall also be presented for- inspeetion I ior- to use-. s~ene Ka. a.vli•iling to the manuf etur-er' ~s~~ D. All ambulances shall v 1, 11 v maintained ~.al ll~ l,V the 111 LiI reeommendations. Complete maintenanee reeords shall be maintained and made available to the e nl ei {~~T 11HeH request. E. Each ambulance shall be housed in a heated and seeure garage pr-ovided that no ambulanee shall be housed at the Ashland Munieipal Airport. Crew quarters shall eonform to the standards set forth in the speeialty eodes defined in ehapter 15.04 for residentia4 0'" . (dwellings), F. Ambulanee operators shall maintain a patient eare reeor-d for eaeh patien transported. Eaeh reeord shall inelude the following information!.! 1• Name of patient 1 . 2 Time of rlispateh e»+n 2 Ti eH r vur~ ~r-r- 4. Time of ar-rlvel at i11A1dent. C Time of departure from incident 6. Time of ar-Aval at hospital. 7. Time "mb•CCiii nee becomes available for- service-. 8. Names and eertifleation levels of attending emer-geney medieal technieians. • response. 10. Point of di-spateh. 11. Unit number, 17. THeiden address. 13. Deser-iption of injuries and/or- ear-e provided-. SECTION 6.40.050 Minimum Levels of Training and Staffin A. Faeh ambulanee shall be staffed by at least two Oregon State Certified EAM, one state eer-tified at or- above EMT B and one state eer-tified at EMT P training level.- B. The IEA4T P shall be in attendanee of the patient in the patient eompar-tment of the ambulanee when transporting advaneed fife support patients to a health ear-e faeilit~-. Ordinance No. Page 3 of 9 H State of Oregon. ACT i~4va. T Y shall be L ~.~ua i G1r ~r~iGCf~ ' ~y the mAr~nAn rrGZir Ti12TGrl GZI II TAAr~ fCT~ rGTiI '-L Assoeiat* L wvider of advaneed eardiae life support. (Ord. 2778 S4, 1996) 77 SECTION 6.40.060 D1+ll/1L]d res Ambulance operators and their employees shall complywith all procedures and pr-otoeols -~~~ined in the vaa ekv Vli vVKll t♦ 1.JMlJ Standing w (Ord 2978, amended, 02/17QO09), SECTION v~.4 r V Prue-edures for Monitoring D f 0•v0~70 V TT~TT'IT~TTrCpTI1Tg'r A. The ambulanee operator shall provide regular field evaluations of EAM employed by, the operator. The field evaluations shall be done no less than bi annually. Th-e evaluation form shall be approved by, the eity administrator or designee. Reeords of evaluation shall be maintained a1-I'C1sCVTGCI.IIe CTt♦ shall 11{1 vlJ aeeess to any and all field evaluations upon request. B. The response time for all emergeney, ealls shall be eompiled monthly by, the ambulanee operator. The eompilation shall be submitted to the eity by the last d y of h- first week of the month following the report month. All emer-geney response ti fou minutes for emergeneies deter-mined to require advaneed life support eare and eigh . Rutes for emergencies deter-mined to require basic life support eare shall be fiAM separately. The report shall give the point of dispateh of the first response vehiele and/or ambulanee, and the loeation of the ineident. G A eopy, of any, written complaint by eitizens eoneerning pre hospital eare or biHing of an ambulanee operator shall be delivered to the eity administrator by the operato-F where it is to be kept on file. The eity administrator- shall have the authority to take suc-h is of this ehapter. The eity administrator may, also fomard eopies of the eomplaint. to the eouneil together with a r-eeommendation for corrective action to be taken by, th-e SECTION • 6.40.080 Administration; Powers of City Administrator or D ig A. The eity administrator shall have the authority, to take aetion fig heens aeeordanee with the ~s of this chapter. The eity, B. administrator, writing, or lesignated by the eity administrator in shall have l authority tA• rrvr~-~-z~ i i. Audit reeords to assure eonformanee with this ehapter. 7• Require ~rla Vl.{{.l i+l-1V prod etion la of Af relevant ~.1V{. I.l III~ doe menu Il~~1 SECTION 6.40.100 Lieense Requirements Conformwith the A. standards, requirements, and maintenanee as stated +*H the rules adopted by the State Health Division, the jaekson County Ambulanee Se k Ordinance No. Page 4 of 9 Plan and this ehapter, Whenever the irequirements of this ehapter r- A . ore than txlte AN the eount ) plan, the nAN NA n111. emA T[~ shall b T l .7 division l Fi 1111.7nes Vl the 1 B. Maintain on file with the eity administrator, a eurr-ent list of fees ehairged foF 7 1 1 • Maintain on file with the eity C. ' a current eopy of the name and n 111 111110111 AN~I?1nA+A /1 VT ea eh pm AN lipY7nor mA/Ylnpl TAnhrl7nlnif A Maintain and make • available, upon irequest of the eity administrator-, all reeoir required by this ehapter, E. Employ only emer-geney medieal teehnieians,",ho are eer-tified by the State He Dom: F. Make available, upon request, written infoi-mation to the publie eone 4e V the NAl~1lAY1CAA times and minimum levels G. • Meet H. Render- emer-geney medieal serviees 24 hours a day, seven days a week. Pr-e hospital medieal ind ambulanee transportation shall be available to all peirsons in the . - -r-eawithout regard to mee, eolor, religion, marital status, age, national origin, sex, sexual orientation, disability or- ability to pa~-. Submit to the • , upon appr-o-val of lieense, proof l 011 al1 II l 7 this o lY1sur-anee required by c Lhapter, j. Submit to the eity, upon appheation for- license, proof of all per-formanee bon required his chapter. K. Notify the eity within 10 days of any ehange in mater-M! information eontained in the A/11 heatio , l+ll related materials, C. 1. V AN 17•Lnse. ■Nd• 778 S57 1996) 'u~7 f7 ri~trL A. Any per-son desir-ing to obtain an ambulanee operator- lieense shall apply upon business; SECTION 6.40.110 Appheation for- Lieense forms available from the eity ireeorder, Faeh appheation shall be ae JL . :,A by a sur-ety bond in the amount pr-ovided in this ehapter. The applieation shall inelude the foil L The name of the appheant and trade name, if any, under- whieh the applieant intends to conduet the or- if it > its name, date and plaee of ution, address of its prineipal plaee of bus' j the names of its prinetpul associatio-H or- un* it _Rted company, the names of the partners, or- of the per-sons partner or- person-. 2. A deser-iption of eaeh ambulanee or- other- vehiele used, or- proposed to be used, by the applieant, with the name of the > numbers, state moto-r vehiele 1* mber-, together- with a eer-tifleation that eaeh ambulanee is adequate and safe for- the purposes for- whieh it is to be used and that it is equipped ed by this ehapteir and the laws of the state of Oregon. 3. The address and deser-iption of the A at and fr-omwhieh it is proposed to maintain and operate sueh ambulanees. 4. information showing that every proposed dr-iver-, attendant, and dr-iver- attendant is qualified as required in this ehapter and a d by the laws of the state of Oregon-. Ordinance No. Page 5 of 9 6. Upon appheation for- an ambulanee r days' eitywith a good and suffleient eash bond or- sur-ety bond in the sum of $500,000.00 whieh shall be eontinued in effeet during the peiFiod that sueh ambulanee operator- shall do business in the eity. The bond shall be given as a guarantee that the ambulanee oper-ato-P will fur-nish and maintain ambulanee sem4ee from the date of obt ity lieens-e without interruption of sen4ee, exeept that by giving 180 ambulanee oper-atoir shall be authorized to diseonti . ee without penalty. if, for- an reason, the licensed ambulanee operator shall eease operations or- diseontinue business fo.r any reason whatsoever-, vo.untar-ily or- involuntar-ily, without giving the notiee herein required, sueh eash bond oir sur-ety bond shall be forfeited to the eity. 7. No ambulanee r damage to proper-ty and for- inju", to, > 1/ 1 son iresulting from the > > or other- use thereof. This pohey shall be in the sum of not less th $500,000.00 for- pr-oper-ty damages, personal injuries to, or- death of per-so single eident a. The insur-anee pohey shall eontain an endorsement providing that this pohey of Oewill not be eaneeled until notiee inwriting shall have been meeived by the eity administrator- at least thirty days prior to the time sueh eaneellation shall beeome effeeti b. The insur-anee pohey must be issued by a eompany authorized to do business in the State of Oregon. This policy shall further- provide that there shall be a continuing liabflky thereon, n otwithstan ding any meove", on this pohey. if,- at any time, this i.n.suranee poliel, shall be eaneeled by the e issuing the same, or- the authority of the eompany to do business in the state of Oregon shall be revoked, the cer-tifleate holder- shall ireplaee the B. The initial heense fee and eaeh year-ly r-enewal thereafteir shall be $300 for- an Ambulanee r - to the eity. Changes in the amount of these fees may be made by resolution of4he eouneil. SECTION 6.40.120 Review and investigation of Appheati A. Within fifteen days after r-eeeipt of an application, the city administrator- or- d V . Peet and test all vehieles and equipment and inspeet all proposed vehiele loeat aiia,a and er-e-A, quarters. B. The eity administrator or designee shall determine the applieant has eomplied 'A the laws of the state of Oregon and AL its of this ehapter and report sueh determination to the eouneW. The eouneil may issue a heense upon finding that the applieant has met all requirements o this /lhapter. ~ Ordinance No. Page 6 of 9 SECTION 6.440 -Lieense Teirm and p A" ew 1 A. A lieense shall be valid from the date of issuanee to the next follo'sving thirtieth day of june and shall be r-enewable annually for- a term of one yearl, eom on the fir-A day of jul~- B. An appheation fo 1 of an annual fieense shall be submitted to the eity at leas thir-ty d . to its expiration date and shall be aeeompanied by the appropriate fe And oth Nel111. ell fllae meet and V al1Li 1-G C. The ambulanee operator- shall pr-ovide 180 days wr-itten notiee to the eity administrator- priAN +e +ermiraaating C~in - I . SECTION 6.40.150 Revoeat1en or Suspension of Lin Ant n A. 6.40.160-.B.3, operator- shall be afforded opportunity for heairing in aeeor-danee with the terms of AM-C 2, B. The Hearing Offieer- may r-evoke or suspend a fieense upon finding that an ambulanee operator- fails to meet the r-equir-ements of this ehapter- or- is doing busifte" . -ilation of this ehapter- or- applieable federal, state, or- eounty laws, or-dinanees, rules o regulations. Any per-son whose beense has been denied or- revoked C. may, after- thirty days from the date of denial or- suspe i e in 1 the amount of the annual fieense 1 which shall not be eredited to the applieant's ann+ml heense fee, A Any per-sonwhose heense has been denied or- r-evoked for- a total of two times within one 7 or- who has a eombined total of fouir denials oir revocations shall be disqualified &om applying for- a fieense for a period of two years from the date of the last r-evoeation o denial. `va (Oru 3010, amended, 04/20-/2010). SECTION 6.4n Abatement of Violations SECTION 6.40.160 6n ~-rriou Abat~ A. Upon finding that a violation of this > or applieable > state, eity, OF laws, > rules or- regulations has > the eity may utilize the uniform abatement pr-oeess speeffied in AMC 2.31. in addition to the r-emedies speeffied ther-ein-,.4f the ambulanee operator fails to take eor-r-eetive action iwithin the ti A . red, the eity may also take aetion under- seetion 6.40.15-0 to r-evoke or- suspend the lieense-. (Or 3010, amended, 04/20/2010) SECT-!ON 6.40.170 Prohibited Aetivities No ambulanee opeirator- or ambulanee operator's employee shall: A. Make a false statement of a material faet, or omit diselosuire of a material faet, in an aappIeatien for a lieense u ~J~T Charge for sen4ees not . >77 make dupheate ehar-ges for the same se charge NetAs exeeel'~ing those en file with the nity a77m1nistrator 1 KI~LJ LULL Ll.1lIl~ • teellnicaLlalnII trainee alnlA~. authorized by state !aw l~LL11111L Ordinance No. Page 7 of 9 D. Fail or refuse to promptly advise the Ashland 911 Center of receipt of a r-equest-fov emer-geney medieal assista.H.ee or- when an ambulanee beeomes available or non available to respond dispatAh Ara Aro 1 ICJ tJ VI • F. Fail or refuse to respond to a dispateh order &om the dispateh offieewhen the allIi • Falsify, defaee or obliterate any fieense or eertifleate required under this F. I 77 . G. N7jolate any federal, state, or eounty Inw, or Any other eity or-di 1anee SECTION 6.40.180 pr ies A. In addition to any other proeedures and remedies provided by !aw, any p latin any seetion within this ehapter shall be guilty of a Class 1 violation as set forth in seett'" .nT 0:20- B. Eaeh and eve", day d '7 , portion of whieh a violation of any seetion of this aasaa bJient to A A as separate fine A and d c.at n~► sueII raAra AYa hall be punished aeeordingly. invalid, (Ord 3024, amended, 08/03/2010) SECTION 6.40.190 Severability Should any seetion, paragraph, sentenee orword of this ehapter- be deelared for- any reason to be it is the intent of the City of Ashland that hat all other portions remain ; effect. (ORD 277 11 22 95) SECTION 2. Ashland Municipal Code Chapter 6.40 Emergency Medical Services is hereby replaced to read as follows: CHAPTER 6.40. Ambulance and Emergency Medical Services SECTION 6.40.010 Code Adoption The following statute and ordinance is adopted as a part of this chapter and is further referred to in this title as "Ambulance and Emergency Medical Services": A. ORS Chapter 682 - Regulation of Ambulance Services and Emergency Medical Services Provider. B. Jackson County Ambulance Service Plan, Jackson County Code, Chapter 1075. SECTION 6.40.020 Compliance Required Any ambulance service operating within the City must comply with this Chapter and ORS Chapter 682 and the Jackson County Ambulance Service Plan, Chapter 1075 as adopted herein. SECTION 6.40.030 Penalty. Any person who violates any provision of this Chapter shall be punished as set forth in Section 1.08.020 of the Ashland Municipal Code, except as otherwise provided in state or county law. SECTION 3. Severability. Should any section, paragraph, sentence or word of this chapter be declared for any reason to be invalid, it is the intent of the City of Ashland that all other portions remain in effect. Ordinance No. Page 8 of 9 SECTION 4. Savings. Notwithstanding this amendment/repeal, the City ordinances in existence at the time any criminal or civil enforcement actions were commenced, shall remain valid and in full force and effect for purposes of all cases filed or commenced during the times said ordinances(s) or portions thereof were operative. This section simply clarifies the existing situation that nothing in this Ordinance affects the validity of prosecutions commenced and continued under the laws in effect at the time the matters were originally filed. SECTION 5. Codification. Provisions of this Ordinance shall be incorporated in the City Code, and the word "ordinance" may be changed to "code", "article", "section", or another word, and the sections of this Ordinance may be renumbered or re-lettered, provided however, that any Whereas clauses and boilerplate provisions (i. e., Sections Nos. 3-5] need not be codified, and the City Recorder is authorized to correct any cross-references and any typographical errors. The foregoing ordinance was first read by title only in accordance with Article X, Section 2(C) of the City Charter on the day of 2016, and duly PASSED and ADOPTED this day of , 2016. Barbara M. Christensen, City Recorder SIGNED and APPROVED this day of , 2016. John Stromberg, Mayor Reviewed as to form: David H. Lohman, City Attorney Ordinance No. Page 9 of 9 917/2016 ORS 682.031 - Local ordinances regulating ambulances and emergency medical services providers - 2015 Oregon Revised Statutes 2015 ORS § 682.0311 Local ordinances regulating ambulances and emergency medical services providers (1) As used in this section, political subdivision includes counties, cities, districts, authorities and other public corporations and entities organized and existing under statute or charter. (2) An ordinance of any political subdivision regulating ambulance services or emergency medical services providers may not require less than is required under ORS 820.300 (Exemptions from traffic laws) to 820.380 (Illegal ambulance or emergency vehicle sirens), or this chapter or the rules adopted by the Oregon Health Authority under this chapter. (3) When a political subdivision enacts an ordinance regulating ambulance services or emergency medical services providers, the ordinance must comply with the county plan for ambulance services and ambulance service areas adopted under ORS 682.062 (County plan for ambulance and emergency medical services) by the county in which the political subdivision is situated and with the rules of the Oregon Health Authority relating to such services and service areas. The county governing body shall make the determination of whether the ordinance is in compliance with the county plan. [Fon-nerly 682.275; 2009 c.595 §1067; 2011 c.703 §5] (No annotations for this section.) Related Statutes3 • 682.027 Definition of ambulance services for ORS 682.031, 682.062 and 682.066 • 682.041 Legislative intent regarding regulation of ambulance services • 682.051 Unlawful operation of unlicensed ambulance vehicle or unlicensed ambulance service • 682.063 Requirements for adoption and review of ambulance service plan by counties http://www.oregonlaws.org/ors/682.031 1 /2 9/7/2016 ORS 682.031 - Local ordinances regulating ambulances and emergency medical services providers - 2015 Oregon Revised Statutes • 820.330 Failure to make, maintain and make available ambulance records • 820.360 Illegal ambulance lighting equipment • 820.380 Illegal ambulance or emergency vehicle sirens Legislative Counsel Committee, CHAPTER 682-Regulation of Ambulance Services and Emergency Medical Services Providers, https://www.oregonlegislature.gov/bills-laws/ors/ors682.htm1 (2015) (last accessed Jul. 16, 2016). 2 OregonLaws.org contains the contents of Volume 21 of the ORS, inserted alongside the pertinent statutes. See the preface to the ORS Annotations for more information. 3 OregonLaws.org assembles these lists by analyzing references between Sections. Each listed item refers back to the current Section in its own text. The result reveals relationships in the code that may not have otherwise been apparent. by Robb Shecter, robb@oregonlaws.org www.oregonlaws.org http://www.oregonlaws.org/ors/682.031 2/2 152 CHAPTER 1075 Ambulance Service Areas 1075.01 Adoption of Plan. 1075.02 Violations. 1075.03 Effective date. 1075.04 Severability. Exhibit A-Jackson County Ambulance Service Plan CROSS REFERENCES County ambulance and emergency vehicle service - see ORS 451.010, 451.420 Emergency medical services - see ORS 451.010, 682.062 Minimum requirements for ambulances and emergency vehicles see ORS 682.225 Regulation by political subdivisions - see ORS 682.275 Organization for Emergency Management - see ADM. Ch. 244 Ambulance Service Advisory Committee - see ADM. Ch. 253 1075.01 ADOPTION OF AMENDED PLAN. The 2005 Amended Jackson County Ambulance Service Plan is adopted as County law pursuant to ORS 682.062 and follows this chapter as Exhibit A. Exhibit A is incorporated by reference in its entirety. The Jackson County Ambulance Service Plan as adopted by ordinance 97-12 is hereby repealed and the 2005 Amended Jackson County Ambulance Plan is hereby adopted in its place. (Ord. 91-16. Passed 10-30-91; Ord. 97-12. Passed 5-7-97; Ord. 2005-6. Passed 4-24-05; Ord. 2009-3. Passed 8-12-09.) 1075.02 VIOLATIONS. (a) It shall be a violation of County law for any person or other legal entity to violate this chapter or the Jackson County Ambulance Service Plan. Violation of any provision of this chapter or the Plan shall be subject to enforcement under Jackson County Ordinance 86-5, codified as Section 202.99 of these Codified Ordinances. 2009 Replacement 153 Ambulance Service Areas 1075.03 (b) Transport Violation. Notwithstanding Section 1075.02(a), no person or other entity shall transport for hire nor permit transport for hire for medical transport of a person or patient who is visibly or is otherwise reasonably suspected of suffering from an acute medical condition wherein such transport is made in a vehicle that is not an ambulance. (Ord. 91-16. Passed 10-30-91; Ord. No. 2001-16. Passed 8-22-01.) 1075.03 EFFECTIVE DATE. Section 1075.01 and 1075.03 of the Codified Ordinances of Jackson County, adopted in 1991 by Ordinance 91-16 and amended in 1997 and 2001 by Ordinance Nos. 97-12 and 2001-16, are repealed effective 60 after passage of this Ordinance. If the validity of any amendment to Chapter 1075, including any amendment of any section of Exhibit A, is challenged by initiative or litigation, or is not approved by the Oregon Health Authority, then the corresponding section of the most recently adopted, unchallenged, and approved Ambulance Service Plan shall remain in effect until the challenge is resolved or the approval is obtained. (Ord. 92-3. Passed 3-25-92; Ord. 97-12. Passed 5-7-97; Ord. 2005-6. Passed 4-24-05. Ord. 2010-12. Passed 11-03-10.) 1075.04 SEVERABILITY. Invalidity of a section or part of this chapter shall not affect the validity of the remaining sections or parts of sections. (Ord. 91-16. Passed 10-30-91.) 2010 Replacement 154 EXHIBIT A 2005 AMENDED JACKSON COUNTY AMBULANCE SERVICE PLAN TABLE OF CONTENTS Section Page 1 CERTIFICATE OF COMPLIANCE 1 2 OVERVIEW OF COUNTY 2 3 DEFINITIONS--333-260-0010 ................................................................................2 4 AMBULANCE SERVICE AREAS 5 4.1 Boundary Descriptions 5 4.2 Boundary and Response Time Maps (See Appendix fl and and #2) 6 4.3 911 Districts (See Appendix 0), Fire Districts, and Incorporated Cities (See Appendix #2) 6 4.4 Alternatives Considered to Reduce Response Times 7 5 SYSTEM ELEMENTS--333-260-050 7 5.1 Notification Time and Response Time (OAR 333-260-050 (2)(a)(b) and (c)) 7 5.2 Level of Care 9 5.3 Personnel ..........................................................................................................9 5.4 Medical Supervision 9 5.5 Patient Care Equipment 10 5.6 Vehicles ..........................................................................................................10 5.7 Training 10 5.8 Quality Assurance and System Development 10 6 COORDINATION 14 6.1 Entity That Will Administer and Revise ASA Plan 14 6.2 Ambulance Service Delivery Complaints 15 6.3 Mutual Aid Agreements 15 6.4 Disaster Response 15 6.5 Personnel and Equipment Resources 16 6.6 Emergency Communications and Systems Access 17 7 PROVIDER SELECTION AND BOUNDARY CHANGES 19 7.1 Assignment of Ambulance Service Areas 19 7.2 Maintenance of and Reassignment of Ambulance Service Areas 19 7.3 Application for Ambulance Service Area 20 7.4 Responsibilities of Ambulance Service Area Providers: Subcontracts, Assignments, and Vacations 23 7.5 Study and Recommendation Process 24 7.6 Preference to Qualified Displaced Employees 28A 7.7 Periodic Amendments to Plan 28A 155 Jackson County Ambulance Service Plan SECTION 1 SECTION 1. CERTIFICATE OF COMPLIANCE. Pursuant to Administrative Rule 333-260-0030(2)(a), (b) and (c), the undersigned certify that: A. Each subject or item contained in the Jackson County Ambulance Service Plan has been addressed and considered in the adoption of the plan by this body. B. In this governing body's judgment, the ambulance service areas established in the plan provide for the efficient and effective provision of ambulance services. C. To the extent that they are applicable, the county has complied with 682.062 and 682.063 and existing local ordinances and rules. DATED at Jackson County, this day of -----2005. /s/ Jack Walker Chair, Jackson County Board of Commissioners /s/ Susan E. Slack County Administrator /s/ Hank Collins Director, Health and Human Services Approved as to Form: /s/ Michael Jewett County Counsel 1 SECTION 2 STREETS, UTILITIES AND PUBLIC SERVICES CODE 156 SECTION 2. OVERVIEW OF COUNTY. Jackson County is a political subdivision of the state of Oregon and governed by an elected three-member board of commissioners. Jackson County covers an area of approximately 2,801 square miles and has a population of approximately 205,305. Within that area there are a variety of geographical and topographical influences. The county has two major mountain chains, the Siskiyou Mountains to the south and west, and the Cascade Mountains to the north and east. In addition, there are two major rivers. The Rogue River runs from the upper northeast corner of Jackson County down through the middle of the county, and the Applegate River runs from Applegate Lake in the southwest portion of the county northwest toward Grants Pass. There are also hundreds of streams and lakes throughout Jackson County. The elevation of Jackson County at the Courthouse is 1,382 feet, with the lowest being about 1,000 feet and the highest being close to 9,800 feet at Mt. McLaughlin. Snow can be found in some areas 11 months out of the year. The population center of Jackson County is along the Interstate 5 corridor, extending from Rogue River to Ashland. About three-fourths of the county's population lives within five miles of either side of Interstate 5. There are two urban areas including Medford with a population of approximately 68,080 and Ashland with a population of 21,485. The economy of Jackson County is a balance between the timber industry, agriculture, recreation, tourism, manufacturing, and health services. Historic Jacksonville and Ashland's Shakespearean Festival bring a large number of tourists into the county throughout the year. The county has a large number of topographic and geographic features that influence ambulance service in Jackson County. Mountains, rivers, lakes, streams, and other natural influences all play an important role in shaping this ambulance plan. Jackson County is divided into three separate ambulance service areas which are operated by three ambulance service providers. The ambulance service providers offer advanced life support emergency medical care and transportation. These providers, the ASA boundaries and other general information, are described in this ASA plan. SECTION 3. DEFINITIONS--333-260-0010. 3.1 "Acute Medical Condition" means any condition or symptom of a person that relates to or represents an imminent risk of death or serious physical injury. "Acute Medical Condition" includes, but is not limited to: 1. Chest pain or cardiovascular symptoms; 2. Respiratory distress; 3. Head injury, loss of consciousness, seizure or altered mental status; 4. Paralysis or spinal cord injury; 5. Significant abdominal pain; 2 157 Jackson County Ambulance Service Plan SECTION 3 6. Fracture or dislocation; 7. Amputation - except for the very tip of a finger or toe; 8. Significant, abnormal, acute pain; 9. Significant headache; 10. Significant bleeding - not easily controlled with a bandage or gauze; 11. Significant burns - larger than hand-sized or with blistering or charring; 12. Injuries suffered from a motor vehicle crash; 13. Active childbirth with the delivery of a baby, severe labor contractions or the need to push; 14. Any significant medical condition wherein 911 was activated. 3.2 "Ambulance" has the meaning given that term by ORS 682.025. 3.3 "Ambulance Service" has the meaning givers that term by ORS 682.025. 3.4 "Ambulance Service Area (ASA)" means a geographic area that is served by one ambulance service provider and may include all or a portion of a county, or all or portions of two or more contiguous counties. 3.5 "Ambulance Service Plan" means a written document that outlines a process for establishing a county emergency medical services system. A plan addresses the need for and coordination of ambulance services by establishing ambulance service areas for the entire county and by meeting the other requirements of these rules. Approval of a plan will not depend upon whether it maintains an existing system of providers or changes the system. For example, a plan may substitute franchising for an open-market system. 3.6 "Communication System" is a two-way radio communications between ambulances, dispatchers, hospitals, and other agencies as needed. A two-channel multi-frequency capacity is minimally required. 3.7 "Director" means the Director of Health and Human Services for Jackson County. 3.8 "Division" means the Oregon Health Division, Department of Human Services. 3.9 "Efficient and Effective Ambulance Service" means ambulance services provided in compliance with provisions of this plan regarding boundaries, coordination, system elements, and provider selection, at a cost that is reasonable in relation to the level of service provided. 3. 10 "Emergency" means any non-hospital occurrence or situation involving illness, injury, or disability requiring immediate medical or psychiatric services wherein delay in the provision of such services is likely to aggravate the condition and endanger personal health or safety. 3 SECTION 3 STREETS, UTILITIES AND PUBLIC SERVICES CODE 158 3.11 "Emergency Care" means the performance of acts or procedures under emergency conditions in the observation, care and counsel of the ill, injured or disabled; in the administration of care or medications as prescribed by a licensed physician insofar as any of these acts are based upon knowledge and application of the principles of biological, physical and social science as required by a completed course initializing an approved curriculum in pre- hospital emergency care. However, "emergency care" does not include acts of medical diagnosis or prescription of therapeutic or corrective measures. 3.12 "Emergency Medical Technician (EMT)" means a person who has received formal training in pre-hospital emergency care and is state-certified to attend any ill, injured or disabled person. Police officers, firefighters, funeral home employees and other personnel serving in a dual capacity, one of which meets the definition of "emergency medical technician" are "emergency medical technicians" within the meaning of ORS Chapter 682. 3.13 "Emergency Medical Technician Basic" means a person certified by the Division as defined in OAR 333-265-0000. 3.14 "Emergency Medical Technician Intermediate" means a person certified by the Division as defined in OAR 333-265-0000. 3.15 "Emergency Medical Technician Paramedic" means a person certified by the Division as defined in OAR 333-265-0000. 3.16 "First Responder" means a person certified by the Division as defined in ORS 682.025(7)(a) and (b). 3.17 "License" means those documents issued by the Division to the owner of an ambulance service and ambulance, when the service and ambulance are found to be in compliance with ORS 682.017 to 682.991 and OAR 333-250-0000 through 333-250-0100 and 333-255-0000 through 333-255-0093. 3.18 "Notification Time" means the length of time between the initial receipt of the request for emergency medical service by either a provider or an emergency dispatch center ("911 and the notification of the ASA provider. 3.19 "Owner" means the person having all the incidents of ownership in an ambulance service or an ambulance vehicle or where the incidents of ownership are in different persons, the person, other than a security interest holder or lessor, entitled to the possession an ambulance vehicle or operation of an ambulance service under a security agreement or a lease for a term of 10 or more successive days. 4 159 Jackson County Ambulance Service Plan SECTION 3 3.20 "Patient," in addition to the meaning given that term by ORS 682.025, means a person requiring emergent medical evaluation, treatment or transport for an acute medical condition. 3.21 "Provider" means any public, private, or volunteer entity providing emergency medical care or ambulance service. 3.22 "Provider Selection Process" means the process established by the county for selecting an ambulance service provider or providers. 3.23 "Public Safety Answering Point (PSAP)" means a 24-hour communications facility established as an answering location for 911 calls originating within a given service area. A primary public safety answering point receives all calls directly from the public. A secondary public safety answering point only receives calls from a primary public safety answering point on a transfer or relay basis. 3.24 "Response Time" means the length of time between the notification of each provider and the arrival of each provider's emergency medical service unit(s) at the incident scene or at the end fo an ambulance access point. 3.25 "Supervising Physician" has the meaning provided in ORS 682.025(18). 3.26 "System Response Time" means the elapse time from when the Public Safety Answering Point (PSAP) receives the call until the arrival of the appropriate provider unit(s) on the scene. (Ord. No. 2001-16. Passed 8-22-01.) SECTION 4. AMBULANCE SERVICE AREAS. Jackson County is divided into three separate Ambulance Services Areas. Maps depicting boundaries of the ASAs, Appendix #l; ASA Response Times, Appendix #2; and the 911 law jurisdiction boundaries, Appendix #3, are a part of this plan. Larger and more detailed maps are on file in the Jackson County Information Technology Department G.I.S. Section and the Health and Human Services Department. 4.1 Boundary Descriptions Ambulance Service Area No. I Includes the City of Rogue River and the area of Wimer. Response times are suburban for Rogue River, and along Interstate 5. The rest of the ambulance service area has rural response times, frontier or Search & Rescue response times. 5 SECTION 5 STREETS, UTILITIES AND PUBLIC SERVICES CODE 160 Ambulance Service Area No. 2 Includes Medford, Central Point, Jacksonville, Phoenix, Gold Hill, Ruch, Applegate, White City, Eagle Point, Shady Cove, Butte Falls, Prospect and Union Creek. Urban response times apply to Medford and Central Point. Suburban response times apply to Phoenix, Jacksonville, White City and Eagle Point. Semi-rural response times apply to Gold Hill and Shady Cove. The remainder of the area has rural, frontier and Search & Rescue response times. Ambulance Service Area No. 3 Includes Ashland, Talent, Colestine, Pinehurst and Mt. Ashland. This area has an urban response time for Ashland and a suburban response time for Talent. The remainder of this area has rural, frontier and Search & Rescue response times. 4.2 Boundary and Response Time Maps (See Appendix #1 and 42) These maps represent the boundaries of the three ASAs and "Provider Response Time" which includes notification time, roll out time and provider response time. Response times may be subject to the variables of access, weather, road and traffic conditions as well as other circumstances. 4.3 911 Districts (See Appendix 43), Fire Districts (See Appendix 44) and Incorporated Cities (See Appendix 92) A. Attached is a map showing 911 prefix boundaries. There are a total of 13 fire districts dispatched from two different locations. RVCCOM dispatches for Medford and Ashland. Southern Oregon Regional Communications (SORC) dispatches for the rest of the county. Providers may dispatch their own ambulances. B. There are 11 incorporated cities within Jackson County, including Ashland, Medford, Phoenix, Talent, Jacksonville, Central Point, Gold Hill, Rogue River, Shady Cove, Eagle Point, and Butte Falls. These can be seen on all the maps attached to this plan. C. In addition to the fire departments of the cities of Medford, Ashland, Jacksonville, Phoenix and Butte Falls, there are 9 rural fire departments in Jackson County: Applegate, Colestine, Evans Valley, Fire District #3, Fire District #4, Fire District #5, Lake Creek, Medford Rural #2, Prospect, Rogue River, and parts of the Williams Fire District. The remaining portion of the county is served by ranger districts, including the Applegate Ranger District, the Ashland Ranger District, Prospect Ranger District, and Tiller Ranger District. 6 161 Jackson County Ambulance Service Plan SECTION 5 4.4 Alternatives Considered to Reduce Response Times Heavily forested, mountainous terrain and severe winter weather conditions present difficult access and long response time to ground ambulances. In those situations, when an urgent response is indicated, in addition to notifying the ASA provider the ASA provider may elect to call the nearest appropriate rotary-wing air ambulance or other special response teams. In some instances, for various reasons, an ambulance service provider from an adjoining county's ASA could respond quicker to an incident. This would be covered under a signed Mutual Aid Agreement and would be at the discretion of the ASA provider. All pre-arranged non-emergency transfers and inter-facility transfers will be provided by the ASA provider in the area the transfer originates. SECTION 5. SYSTEM ELEMENTS--333-260-050. 5.1 Notification Time and Response Time (OAR 333-260-050 (2) (a) (b)and (c)) A. Notification time is defined above in Section 3.18. The maximum notification time shall be 2 minutes at least 90% of the time. B. Response time is defined above in Section 3.24. The following standards are adopted for response times: 7 SECTION 5 STREETS, UTILITIES AND PUBLIC SERVICES CODE 162 1. Zone Response Criteria Time Search & 4 hours Primarily forest, recreation or wilderness lands not Rescue accessible by paved roads and with less than 6 persons per square mile. Response Time applies for ASA provider vehicle access only. Frontier 2 hours 6 or fewer persons per square mile and accessible by maintained roads. Rural 45 minutes More than 10 miles from Medford and Ashland City Hall, and a population of greater than 6 persons per square mile Semi- 20 minutes The urban growth boundaries of Gold Hill and Rural Shady Cove. Also includes those portions of Galls Creek, Sardine Creek, and Hodson Roads within Fire District # 1 and on paved roads. Suburban 15 minutes Within 10 miles of Medford City Hall and Ashland City Hall (and on paved roads) and the city of Rogue River. Also I-5 from the Josephine County line to exit 12 south of Ashland (except those areas within urban response zones). Includes Jacksonville, Eagle Point Phoenix, Talent and White City. Includes the Jackson County Expo. Includes all areas within Fire District # 1 along paved roads. Urban 10 minutes Within the urban growth boundaries of Ashland, Medford and Central Point. Other Includes a buffer on paved roads of 500 feet. Key Ashland - urban zone is an exception to the Areas trauma rules (is not a population center of 50,000 persons or more). Under State trauma rules it would be rural. • I-5, Siskiyous, Hwy 140, Hwy 66, Hwy 62 and other roads outside the valley may experience weather / road conditions that may interfere with normal driving conditions and extend response times. 8 163 Jackson County Ambulance Service Plan SECTION 5 2. Arrival at the Scene: ASA Ambulance: Urban - 10 minutes, 0 seconds or less 90% of the time Suburban - 15 minutes or less 90% of the time Semi-rural - 20 minutes or less 90% of the time Rural - 45 minutes or less 90% of the time Frontier - 2 hours or less 90% of the time Search & Rescue - 4 hours or less 90% of the time C. System response time is defined in Section 3.26. System response times are the sums of Ambulance response times plus a maximum of two minutes for notification time. For the purpose of this plan, urban areas are the cities of Ashland, Central Point, and Medford. Suburban areas include Eagle Point, Jacksonville, Phoenix, Rogue River, Talent, White City, and contiguous areas as shown on the map referenced in Section 4.2. Semi-rural communities are Gold Hill and Shady Cove. Rural areas include Colestine, Brownsboro, Lake Creek, Pinehurst, Ruch, Trail and portions of the Applegate, and contiguous areas as shown on the map referenced in Section 4.2. Frontier areas are those which are not urban, suburban, semi-rural, or rural, and include the communities of Butte Falls, Prospect, and Union Creek. Search & Rescue areas are federal and wilderness lands and other lands as shown on the map referenced in Section 4.2. 5.2 Level of Care. Providers of ambulance service shall provide, at the minimum, paramedic level of care meeting the requirements of OAR 333-255-072. Emergency Medical first responders are those arriving at the scene to render emergency medical aid usually before the transporting agency is on the scene. A. EMTs with agencies not normally providing transport but dispatched to provide emergency medical care to calls in their area. The quality assurance will be monitored by the supervising physician. Problems may be reported to the QA Committee for review. 5.3 Personnel. When operating an ambulance in Jackson County, all providers shall meet the requirements of ORS 682.025 to 682.991 and OAR 333-255-070(1) and/or OAR 333-255- 071(1) through OAR 333-255-072(1). 5.4 Medical Supervision. All EMTs utilized by EMS agencies shall be supervised by a Supervising Physician as defined in Section 3.25. The supervising physician: 9 SECTION 5 STREETS, UTILITIES AND PUBLIC SERVICES CODE 164 A. Shall issue, review, update, and explain standing orders to First Responders and EMTs. B. Ascertain that First Responders and EMTs are certified and in good standing with the Oregon State Health Division. C. Coordinate continuing education activities. D. Review on a regular basis EMT and First Responder practices by: 1. Direct observation of field performance; 2. Review of pre-hospital care reports; 3. Overseeing the Jackson County Continuous Quality Improvement Plan; and 4. Reviewing cases with individual EMTs and First Responders. E. Shall choose the manner in which these duties and responsibilities are best carried out. 5.5 Patient Care Equipment. Patient care equipment must meet or exceed the Oregon Health Division's requirements as specified in ORS 682.017 to 682.991 and OAR 333-255-0070(2), (3), (5) or (7) through OAR 333-255-0073 and the standing orders, policies and protocols for emergency pre-hospital care for the licensing of that vehicle. The ambulance service provider shall maintain a list of equipment for their ambulances, which shall be furnished to Jackson County or QA Committee upon request. 5.6 Vehicles. All ground ambulances in Jackson County shall meet or exceed the requirements set forth in ORS 682.015 to 682.991 and OAR 333-255-000 through 333-255-079, and shall be currently licensed. In addition to the requirements of ORS and OAR, all providers must maintain a detailed history of maintenance for transporting vehicles. These vehicles shall undergo, at a minimum, an annual inspection by a competent mechanic who shall prepare a report on forms to be provided or approved by the Director. The maintenance records shall be open to inspection by Jackson County. 5.7 Training. Rogue Community College, with facilities in both Medford and Grants Pass, is the primary educational facility for EMT Basic, Intermediate and Paramedic training. Recertification and continuing medical education is provided through in-house training programs and seminars that are sponsored by local medical operations. All providers in the county shall comply with continuing medical education and recertification standards set by the Oregon State Health Division. The local hospitals and ASA providers are encouraged to participate in the training. 5.8 Quality Assurance and System Development. 10 165 Jackson County Ambulance Service Plan SECTION 5 A. Pre-hospital Quality Assurance. Pre-hospital quality assurance is a system designed to ensure that the medical care and transportation rendered to patients is both safe and appropriate and that such care meets professional and local standards. The guidelines of care shall comply with state statutes and administrative rules, and current standing orders and scope of practice as set by the agency's supervising physician, in accordance with the Oregon State Health Division and the Oregon State Board of Medical Examiners. Guidelines included in the Area Trauma Plan shall also be considered. In-house quality assurance programs shall cooperate with hospital or Area Trauma Advisory Board (ATAB-5) quality assurance committees. All quality assurance procedures shall protect the confidentiality of patient records. Quality assurance process and records are to comply with ORS 192.525 through ORS 192.5301 ORS 192.610 through ORS 192.685, and ORS 41.685 federal HIPPA regulations and shall be protected from public disclosure to the extent allowed by law. All charts will be kept confidential and treated as privileged information. B. Quality Assurance (QA) Committee. A Quality Assurance Committee shall be formed, the purpose of which is to review pre-hospital care to assure that appropriate, safe and quality care and transport is delivered to Jackson County residents. The QA Committee shall review complaints of violations of the ASA plan referred by the Director Health and Human Services and review dispatch processes and times and may make recommendations for revisions to this plan, as needed. It will meet at least quarterly to review pre-hospital EMS activities and submit necessary requested reports to the Director and the Jackson County EMS Committee. C. Quality Assurance Committee Membership. Members of the QA Committee shall be appointed by the Jackson County Board of Commissioners. Committee membership shall be made up of the EMS physician supervisor(s); four EMTs, two from transporting agencies and two from non-transporting agencies; one emergency department RN; one 911 representative; and one Health and Human Services staff member. D. Quality Assurance Standards. All Jackson County ambulance service providers shall comply with the Jackson County ASA Plan, including but not limited to conducting ongoing peer review and quality assurance activities. The goals for the delivery of pre- hospital care to Jackson County residents are: 1. All emergency pre-hospital care is accessed by utilizing the emergency 911 number; 2. The 911 dispatcher correctly identifies the medical problem and utilizes the dispatch system to initiate the appropriate level of response; 11 SECTION 5 STREETS, UTILITIES AND PUBLIC SERVICES CODE 166 3. The pre-hospital care providers perform correct assessments and initiate appropriate treatment and transport; and 4. The pre-hospital care providers notify the receiving hospital of the impending arrival of the patient. This notification is completed in a timely fashion. E. Quality Assurance Screens. To assure consistency of review of potential problem areas in emergency pre-hospital care, generic indicator screens will be used to determine quality assurance. These indicator screens are listed below: 1. Inappropriate response and/or scene times: Please refer to Section 5.1; 2. Patient transport refusals resulting in adverse consequences; 3. Inappropriate application of protocols or noncompliance with on-line medical control; 4. Patient deaths (pre-hospital and emergency department deaths when treated or transported by a pre-hospital care provider); 5. Equipment failures; 6. Selected emergency medical instructions; i.e, CPR by dispatch center; 7. Selected cases referred by supervising physicians, agencies, or public complaints where potential problems may exist in any aspect of prehospital care; and 8. Complaints registered by patients, members of the public, or providers. F. Data Sources for Quality Assurance. The following data sources will be used in determining quality assurance: 1. Quality assurance reports from physician supervisors and agencies; 2. 911 center records and tapes; 3. Pre-hospital care reports; 4. Complaints; 5. Incident reports; 6. Hospital medical records; 7. Autopsy reports; 8. Generic indicator screens; 9. Vehicle and equipment manufacturer guidelines; 10. Law enforcement reports; 11. Fire department reports; 12. Agencies' response time records; 13. Agencies / 911 center dispatch / response time records. G. Emergency Medical Services (EMS) Committee. An Emergency Medical Services Committee shall be formed, the purpose of which is to review all aspects of emergency 12 167 Jackson County Ambulance Service Plan SECTION 5 medical services in Jackson County with the exception of issues involving quality of individual patient care. This task includes review of the activities of EMS agencies throughout Jackson County relative to their adherence to the ASA plan. The EMS Committee may recommend changes to the plan, review boundary changes, make recommendations on response time changes, review local ordinances as to their adherence to the Jackson County ASA plan, review rates, and make findings and recommendations to the Director & Human Services. H. EMS Committee Membership. Committee membership shall be made up of the EMS physician supervisor(s); one representative from each of the following agencies: (a) agencies that respond to emergency medical calls in Jackson County, (b) hospitals in Jackson County, and (c) PSAPs in Jackson County; and one member of the staff of the Department of Health and Human Services. 1. Authority of Board of Commissioners. The Board of Commissioners has the final authority to act upon all recommendations forwarded to the county by the EMS or QA Committee. A chart depicting the ASA plan advisory structure is attached hereto as Appendix #5. J. Quality Assurance Review and Suspension or Revocation of Assignment. 1. Complaint Investigation. The Director & Human Services (Director) shall investigate all complaints and violations of the county ASA plan. If upon the conclusion of the investigation the Director determines that an ambulance service provider has not met the minimum standards set forth in this plan, the noncomplying provider shall be notified. The Director shall develop a corrective action plan and time schedule for corrections. The provider shall have up to 30 days to make the necessary changes ordered by the Director. If the provider fails to make the necessary changes as directed, the Director shall either order the issuance of a citation for violation of a county ordinance or refer the matter to the Board of Commissioners with a recommendation for corrective action which may include suspension or revocation of the ASA assignment. If there is a threat to public health or safety, the Director may take immediate action against a noncomplying provider. 2. Suspension or Revocation of Assignment. Upon a recommendation of the Director, or upon its own motion the Board of Commissioners may suspend or revoke the assignment of an ASA upon a finding that the provider has: a. Violated provisions of the contract between the ASA Provider and the 13 SECTION 6 STREETS, UTILITIES AND PUBLIC SERVICES CODE 168 county, a county ordinance, the Jackson County ASA Plan or provisions of State or Federal laws and regulations; b. Materially misrepresented facts or information given in the application for assignment of an ASA or as part of the review of performance on the part of the provider; or c. Endangered or is endangering the health and/or safety of the public or people requiring emergency medical services. In lieu of suspension or revocation of the assignment of an ASA, the Board of Commissioners may order that the violation be corrected and make the suspension or revocation contingent upon compliance with the order within the period of time stated. Written notice of the Board's action shall be provided to the holder of the assignment which shall specify the violation, the action necessary to correct the violation and the date by which the action must be taken. If the holder of the assignment fails to take corrective action within the time required, the Board shall notify the holder that the assignment is suspended or revoked upon receipt of the notice. A person receiving a notice of the suspension, revocation or contingent suspension or revocation of an ASA may request a hearing by filing with the Board a written request for a hearing within 14 days of the decision, setting forth the reasons for the hearing and the issues proposed to be reviewed. The tiling of a hearing request shall stay the action, pending the hearing and final determination of the decision, unless a change is required due to an immediate hazard to public safety or welfare. The hearing shall be held pursuant to the procedures set out in Section 7.5(D) of the plan. Within 14 days of the conclusion of the hearing, the Board, or if the Board appoints a Hearings Officer, the Hearings Officer, shall affirm, reverse or modify its original decision. If the ASA assignment is suspended, the Board of Commissioners will appoint an interim provider or providers until the suspension is lifted. If the ASA assignment is revoked, the Board of Commissioners will appoint an interim provider or providers to serve until a permanent provider is assigned to the area. Applications for the ambulance service area will be taken in the same manner as set forth in Section 7 of this plan. SECTION 6. COORDINATION. 6.1 Entity That Will Administer and Revise ASA Plan. The Director will administer the ASA plan. The EMS and /or QA Committee will make recommendations for changes in the ASA plan to the Director, on or before October 15 of each year. The Director will consider the 14 169 Jackson County Ambulance Service Plan SECTION 6 recommendations of the committee(s) and will make recommendations for changes in the ASA plan to the Board of Commissioners. Once each year, if necessary, amendments to the plan will be adopted in the manner of a non-emergency ordinance, after consultation with interested persons, cities and districts, as provided in ORS 682.062. 6.2 Ambulance Service Delivery Complaints. Any agency which receives a complaint from the public, or identifies a potential problem with any aspect of the pre-hospital care system, shall notify the Director. The Director shall investigate the complaint as set out in Section 5.8(J) and may refer the matter for further study to either or both the QA or the EMS Committees. 6.3 Mutual Aid Agreements. A. All ASA providers will be required to sign a Mutual Aid Agreement with all Jackson County ASA providers and respond in accordance with the Mutual Aid Agreement. All requests for mutual aid will be made through the appropriate PSAP center. B. In the interest of achieving the lowest response time and taking into consideration location, access and weather, adjoining ASA providers may enter into mutual aid agreements that in effect slightly modify ASA boundaries. These signed agreements shall be submitted to all affected Dispatch Centers, SORC and the Director. 6.4 Disaster Response. A. County Resources. Coordination: All responding resources shall respond and operate under the National Interagency Incident Management System (NIIMS) incident command system. An incident command system will be established by the first arriving units and will be expanded as the need dictates. All additional incoming units shall respond, stage, and carry out assigned tasks at the direction of the Incident Commander. Terrorism Response: As there are a variety of "terrorism" agents that can be used to cause disease, disability, or death, patient care and personal protection of responders may vary greatly. Many of these agents require extensive personal protective equipment and procedures to prevent harm to EMS staff and contamination of response/transport vehicles and equipment. For these reasons, incidents involving suspected or confirmed terrorism agents will result in staging of medical units, with care and transport under direction of the Incident Commander on scene. EMS staff will provide care and transportation only after patients have been decontaminated and declared by HazMat or the on scene Incident Command to be safe for transport. 15 SECTION 6 STREETS, UTILITIES AND PUBLIC SERVICES CODE 170 Details regarding Jackson County's response to terrorism are located in the Jackson County Emergency Operations Plan under Annex W "Emergency Response to Terrorism" and Annex Y "Bioterrorism". Communication: All disaster medical dispatch communications shall be coordinated through the lead dispatch center. Triage: All responding units assigned triage responsibilities shall utilize S.T.A.R.T. procedures as outlined in the Jackson County Emergency Medical Services Standing Orders. Generally, a Triage Group Supervisor will be assigned the function and report directly to the Medical Branch Director. Transportation: The coordination of the transportation of injured patients shall be coordinated under the incident command system. Generally, a Transportation Group Supervisor will be assigned the function and report directly to the Medical Branch Director. B. Special Resources. All emergency medical services dispatchers shall have a current list or a centralized contact point to request available police, fire, first responders, air and ground ambulances, and special responders for extrication, water rescue, and hazardous materials incidents, as well as protocols for their use. C. Mass-Casualty Incident Plan(s). The procedures for management of mass casualty incidents conform to the NIMS system to provide standardization of organization structure, definitions of terminology, areas of responsibility, and operational procedures. 6.5 Personnel and Equipment Resources. A. All emergency medical services dispatchers will have a list of routinely available police, fire responders, air and ground ambulances, quick response teams and special responders for extrication, search and rescue, water rescue, hazardous materials incidents, out of county resources and protocols for their use. A list of equipment resources will be updated as needed and sent to all emergency medical dispatchers. B. In an incident requiring additional or specialized personnel and equipment, the Incident Commander(s) on the scene shall make the request to the appropriate dispatch agency through the designated communications command frequency. The request shall include, but is not limited to: 16 171 Jackson County Ambulance Service Plan SECTION 6 1. Type of resource(s) needed; 2. Location of staging; 3. Approximate number of personnel required; 4. Extent of incident; and 5. Medical care responsibility assignment. C. Each resource provider shall assume the medical care responsibility as directed by the Incident Commander. Coordination of these resources with the ASA provider will be accomplished through the Incident Commander and the primary dispatch center for the incident. 6.6 Emergency Communications and Systems Access. A. Telephone Access. All residents and visitors within Jackson County can access emergency medical services by calling 911. There are two 911 PSAPs (Public Safety Answering Points) in Jackson County. The PSAPs provide centralized reception and direct dispatch or call relay for emergency medical response. B. Dispatch Procedures. 1. The dispatching of emergency medical resources will be based on the emergency medical dispatch card system which includes pre-arrival patient care instructions. 2. All emergency medical dispatchers in Jackson County will be trained in the Emergency Medical Dispatch protocol, or its equivalent. Any newly hired emergency medical dispatcher will be trained within one year of employment, based on class availability. Annual refresher courses are obtained through certified in-house employees, the local community college, and regional training provided by the Board of Public Safety Standards and Training. 3. All 911 Centers and EMS agencies shall utilize a standardized priority dispatch system. The standardized system shall be defined by the EMS Committee. 4. In cases of special injury or illness, the information is given to the appropriate transporting agency for their determination of the need of special resources or personnel. The PSAP will also advise the transporting agency of any EMED instructions utilized on the call for service. 5. All of the transport providers utilize radio pagers and monitors to alert the ambulance crews. If the primary ambulance service does not respond within 10 minutes of notification, the EMT on the scene may request the closest alternate 17 SECTION 6 STREETS, UTILITIES AND PUBLIC SERVICES CODE 172 provider to respond. If there is no EMT on the scene, the primary dispatch center may dispatch the closest alternate provider. In any event, the lack of response within 15 minutes will dictate the dispatch of the closest alternate provider. These cases will be documented and the Director of Health and Human Services will be notified. This standard does not preempt the prerogative of the EMT on the scene to initiate immediate transport or to request additional ambulance transport based on patient assessment. 6. The content of the dispatch order to the responding crews shall consist of: a. Location of medical emergency b. Nature of the medical emergency c. Specific or special instruction or information (EMEDS in progress, trapped subject, hazardous materials, etc.) 7. Each EMS dispatch agency shall maintain unit status which shall include: a. Time alarm received b. Time in route to call c. Time of arrival at the scene d. Time of patient transport to hospital 1) Name of hospital 2) Code response e. Time of arrival at hospital f. Other unit status information 1) Out of service 2) Return to service C. Radio Communications System. 1. Radio pagers, portable radios, and mobile based communications are used for communication between ambulance crews and their departments or dispatch centers. 2. All ambulances will be equipped with a minimum of a 60-watt multi-channel radio. All ambulances will have Med Net primary (155.340) and Med-Net secondary (155.400) frequencies. Each ambulance crew will have a minimum of one five-watt, hand-held radio with a minimum of two-channel capability. The portable hand-held radios will have at a minimum Med Net primary (155.340) frequency. 3. All of the Jackson County ambulance providers shall use the Med Net primary frequency (155.340) to contact the receiving hospital. The Med Net primary can also 18 173 Jackson County Ambulance Service Plan SECTION 7 be used for on-line medical control, if needed, and to contact Southern Oregon Regional Communications (SORC) or RVCCOM for the trauma status of Providence Hospital and Rogue Valley Medical Center. 4. The transporting unit within Jackson County shall contact the receiving hospital prior to arrival to provide patient information. The content of the report shall include the following when at all possible: a. Ambulance Transport Identification b. Name of EMT and EMT level, c. Age and gender of patient d. Chief complaint e. Vital signs and time taken f. Treatment already delivered g. Estimated time of arrival 5. Dispatch centers shall have radio consoles/base stations capable of transmitting and receiving on Frequency 155.340 and 155.400. Access to emergency medical dispatch centers shall be limited, if possible, to authorized personnel only. SECTION 7. PROVIDER SELECTION AND BOUNDARY CHANGES. 7.1 Assignment of Ambulance Service Areas. A. No person shall provide ambulance service in Jackson County unless an ambulance service area has been assigned to that person pursuant to this plan. This does not preclude a first responder's need to transport a patient immediately due to an existing critical time frame in obtaining advanced patient care. B. This plan does not apply to providers of air ambulance services, or to vehicles or providers listed in ORS 682.035 on the date this plan was adopted. 7.2 Maintenance of and Reassignment of Ambulance Service Areas. A. Each ambulance service provider will submit updated information to the Health Director no later than March 1 of each year. The updated information shall be provided on a form to be supplied by the Health Department, which shall require copies of current vehicle licenses, rates, a financial statement, certification of insurance, a mechanic's inspection report personnel certifications, and other documents deemed necessary by the 19 SECTION 7 STREETS, UTILITIES AND PUBLIC SERVICES CODE 174 Director. The Director will make a report to the Board of Commissioners at a later time if requested. B. Any changes in a providers resources or equipment shall be immediately reported to the Director, who shall transmit the information to the Quality Assurance Committee and the Jackson County Emergency Management Division for inclusion in the Jackson County Emergency Operations Plan Resource List. The Jackson County Emergency Management Division will disseminate resource information to the committee upon the Quality Assurance Committee's request. 7.3 Application for Ambulance Service Area. A. Not less than 180 days prior to the expiration of the assignment of an ambulance service area, the Director of Health and Human Services shall notify such holders of ambulance service areas of expiration. The Director will also notify all interested parties and shall post a notice in at least 3 locations throughout the ASA and in the newspaper of the highest circulation in the ASA that the ASA assignment is to expire. Letters of intent to serve the ASA must be submitted to the Director by 120 days prior to the expiration of the ASA assignment. If the current ASA provider is the only entity intending to serve the ASA, a formal application process will not be required. The ASA provider must provide information that demonstrates the provider has and will continue to meet and/or exceed the ASA plan requirements. If at least one letter of intent is submitted by an entity other than the current ASA provider, each entity shall submit an application that shall include, at a minimum, the information required by Section C of this section. The application(s) shall be submitted no later than 5:00 p.m., 60 days prior to the expiration date. The review of the application and assignment of the ambulance service area shall be in accordance with this Section and Section 7.5 of this plan. Competing applicants will be required to post a bond on or before the date of application submission to qualify for consideration. B. Each request for a three year extension of assignment shall include a demonstration that the provider meets or exceeds ASA, State law and administrative requirements. C. Each application for assignment of an ambulance service area or amended ambulance service area shall be reviewed for the applicant's conformity with the requirements of Oregon law and the Jackson County Ambulance Service Area Plan, the need for significantly improving the efficiency and effectiveness of ambulance service within Jackson County, and specific review criteria to evaluate the application. Review criteria to evaluate an application shall include but not be limited to: 20 175 Jackson County Ambulance Service Plan SECTION 7 1. Clinical Sophistication a. Level of care ALS, BLS b. Equipment vehicles and equipment stock lists c. Protocols knowledge and availability of pre-hospital EMS protocols d. Historical performance and compliance with standards 2. Response Time Standards a. Ambulance location(s) b. Staffing per shift, in-house and on call c. Historical performance and compliance with standards 3. Business Practices a. Management structure job descriptions and qualifications of personnel responsible for the ASA, including: business/operations manager, training officer, and supervisors. b. Vehicles and equipment hardware description of quantity, age and condition of items to be used, maintenance, and replacement schedules. c. Insurance coverage at or above state requirements. d. Billing practices a system that is well documented; and easy to audit, including third party private parties, overdue, and write-offs. e. Wage and benefit program for employees. f. Full cost accounting of a proposed first-year budget, which includes all resources and expenditures. g. Full disclosure of all outside costs associated with transport costs, including billing and compensation arrangements with first responder services and dispatchers. h. The amount and extent of any subsidy. 4. Coordination with Emergency Medical Dispatch a. Notification with dispatch of ambulance status. b. Communications equipment and personnel. c. Method of monitoring and reporting of dispatch and response times and exceptions. 5. Continuing Education a. Continuing education program that meets or exceeds State certification. b. Process for the recognition of quality of care problems and the educational procedure to correct those problems. c. Cooperation with training facilities to provide internship "ride-along" 21 SECTION 7 STREETS, UTILITIES AND PUBLIC SERVICES CODE 176 program for EMT students. 6. Quality Assurance a. Procedure to provide the Quality Assurance Committee the necessary data for case reviews, screens, and investigations. b. Cooperation between quality assurance and management. c. Historical performance and compliance with standards 7. Mutual Aid Procedures for coordination to include: a. Neighboring ASA's b. Standbys c. First responders 8. Disaster Coordination Procedures to meet disaster responsibilities as described in the ASA Plan. 9. Safety Net - Process to assure against interruption of service should any of the following occur: a. Decreased personnel levels b. Financial failure c. Revocation of ASA due to noncompliance 10. The completeness of the application packet, including submission of all required supporting documentation to verify the information contained in the submitted application will also be evaluated. The Board of Commissioners, County Health and Human Services Director, or the designated hearings officer may require all applicants to submit additional information necessary to make a recommendation or determination on boundaries or providers. Refusal to submit required information may result in disqualification of an application for consideration of an ambulance service area. C. The assignment of ambulance service areas or an amended ASA shall be valid for five years from the date of issuance. This assignment may be extended up to a single three-year period at the discretion of the Board of Commissioners if the provider exceeds standards outlined in this plan. If a three year extension is sought, the provider must make a written request for said extension no later than the 1 st day of July prior to the termination of the original assignment. A full application shall not be required if the provider exceeds the standards outlined in this plan. Information documenting such excess of standards shall be submitted on forms provided by the Health and Human Services Director. If the assignment is not extended for the additional three-year period or at the conclusion of that additional period, the assignment of ambulance service areas may be renewed for 22 177 Jackson County Ambulance Service Plan SECTION 7 additional five-year terms commencing on the 1st day of January pursuant to the ASA plan. If the county receives an application from another provider requesting to serve the ambulance service area no less than 60 days prior to expiration of the ASA, then the study and recommendation process will be followed as set forth in Section 7.5(D). If the application for assignment is uncontested, the procedure set out in Section 7.5(C) shall be followed. D. No less than 30 days prior to any date when the applications for the assignment of an ambulance service area are due, notice of such application due date shall be posted in three public places, one of which will be within the ASA, and published at least once in a newspaper of general circulation in Jackson County. 7.4 Responsibilities of Ambulance Service Area Providers: Subcontracts, Assignments, and Vacations. Upon assignment of an ambulance service area to a provider in accordance with Section 7, the provider: A. Shall conduct its operations in strict compliance with all applicable County, State, and Federal laws and regulations and the terms of the ordinance and the Jackson County Ambulance Service Area Plan. B. Shall not refuse to respond to an emergency call for service if an ambulance is available for service. C. Shall not respond to a medical emergency located outside its assigned ambulance service area except: 1. When the ambulance service provider assigned to the ambulance service area is unavailable to respond and the provider is requested by the other provider or recognized dispatch center to respond. 2. When the response is for supplemental assistance or mutual aid, or as part of a MCI/MPS or disaster. D. Shall not transfer the assignment of an ambulance service area or part of an ambulance service area without a 90 day written notice to and approval of the Board of Commissioners. The written notice shall include an application for assignment of the ambulance service area submitted by the transferee. The application shall be reviewed in accordance with Section 7.3(C). 1. A transfer of assignment shall include a sale of the business or transfer of 51 percent of stock in a private or not-for-profit company. A sale of the business to 23 SECTION 7 STREETS, UTILITIES AND PUBLIC SERVICES CODE 178 another ambulance provider desiring to continue service in the assigned area is not a withdrawal from service. If a provider ceases to provide service, the Board of Commissioners shall appoint an interim provider until a permanent provider is selected. 2. A provider desiring to withdraw from part or all of an assignment must be able to prove that because of extenuating circumstances, it is no longer able to provide a service. Review of reasons for withdrawal will be conducted by the Director in consultation with the QA Committee if desirable. E. A provider who withdraws or attempts to withdraw from serving part of an assigned area without the consent of the Board of Commissioners shall be subject to revocation of its remaining service area. Revocation procedures will be conducted according to Section 5.8(J) above. Attempted withdrawal from part of the assigned service area is presumed to be a willful violation of this plan and ordinance. This presumption may be rebutted. F. An ambulance service provider who has been awarded an exclusive ambulance service area shall not contract with another provider for service of part of its exclusive area or for the provision of ALS first response under Section 5.1(B) of this plan without the written approval of the Board of Commissioners. The written request for permission to subcontract shall be reviewed in accordance with Section 7.3(B). Subcontracting providers must meet all of the standards set in this plan, and adhere to all of the requirements set in this plan. The ASA provider will be responsible for the performance of the subcontractor. G. An ambulance service provider who has been awarded an exclusive ambulance service area, may not raise the rates charged for services provided from the rates described in the application for its service area without the written consent of the Board of Commissioners. Providers requesting the increase must submit documentation supporting the increase. H. The Board of Commissioners may impose a fee upon ambulance service providers to recover the costs of administration of this plan pursuant to Ordinance 89-11. The amount of fee, if any, will be determined through the county fee setting process. 7.5 Study and Recommendation Process. A. In the event that a provider assigned an ambulance service area discontinues service on or before the expiration of the assignment for any reason, the Director shall set a time by which an application must be submitted for reassignment of the ambulance service area. The review of the application and assignment of the ambulance service area shall be in accordance with this Section, and the assignment shall be for the remainder of the term unless otherwise specified by the Board of Commissioners. 24 179 Jackson County Ambulance Service Plan SECTION 7 B. Applications for initial assignment to a service area and subsequent requests for continuation for another five-year term will be reviewed according to this section. C. If applications for an assignment are uncontested, the following procedures shall be followed: 1. A draft staff report will be provided to interested parties, who will have ten days from the date of mailing in which to provide input to staff. Staff will then review timely comments before forwarding the final staff report to the Board of Commissioners. Staff may employ specialists as needed to investigate and prepare the report and recommendations. 2. Staff shall forward the final staff report to the Board of Commissioners who shall then set a public hearing on the application. Public comments will be solicited and reviewed by the Board of Commissioners at the public hearing. 3. Notice of the public hearing will be published once in a newspaper of general circulation within the county at least 10 days prior to the hearing and interested parties designated in ORS 682.062(2) and (3) will be notified of the hearing time, place and date. 4. The public hearing will be held. 5. Deliberations will be conducted following the hearing. The Board of Commissioners will decide whether to accept the application or request for continuation and assign the ambulance service area to the applicant. The Board may modify the proposal further based on written comments received, testimony presented at the hearing and input from staff. D. The following procedures shall be followed if there is more than one application for assignment to a service area, if an issue has arisen which could result in suspension or revocation of an assignment, or if a contested change to boundaries of an ambulance service area is proposed: 1. The Board of Commissioners may appoint an independent hearings officer to hear testimony and present recommendations to the Board. 2. Notice of the public hearing will be published once in a newspaper of general circulation within the county at least 10 days prior to the hearing, and interested parties designated in ORS 682.062 (2) and (3) will be notified of the hearing time, place and date. When more than one application is submitted for an ASA or when 25 SECTION 7 STREETS, UTILITIES AND PUBLIC SERVICES CODE 180 there is an application to change an ASA, competing applicants, interested parties, and the public may review copies of the application on file in the Board of Commissioners office. Competing applicants, interested parties, and the public may provide written comments on the applications. Written comments should be submitted no later than 4:30 p.m. the day before the date set for the hearing. Written comments must be provided to the hearings officer, the Board, and the applicant. The applicant then may submit a written reply to the hearings officer, the Board, and the party making the comments no later than seven days before the hearing. 3. At the beginning of the hearing, the hearings officer or presiding officer of the Board of Commissioners will read the following statement of procedure to be followed at the hearing. 4. The order of hearing will be: Presentation by staff Presentation by Applicant #I (determined by a coin toss)(or the provider proposed for revocation) Presentation by Applicant #2, if applicable, Presentation by Applicant #3, etc. Public testimony by interested parties Rebuttal by applicant #I Rebuttal by applicant #2 Rebuttal by applicant #3 Concluding comments by staff, if any 5. Participants may represent themselves or be represented by an attorney or agent. The hearings officer or chairman of the Board of Commissioners may uniformly limit the length of testimony. 6. Upon timely request before the hearing, the Board of Commissioners will issue subpoenas if good cause and general relevance is shown. Payment of witness and mileage fees is the responsibility of the requestor. 7. The hearings officer or chair of the Board of Commissioners will rule on all matters that arise at the hearing. The hearings officer will not have authority to make a final independent determination. The hearings officer will present recommendations to the Board of Commissioners. 26 181 Jackson County Ambulance Service Plan SECTION 7 8. The burden of presenting evidence to support a fact or position rests upon the party who proposes that fact or position. 9. All witnesses will testify under oath or affirmation to tell the truth. All witnesses may be questioned by the hearings officer or members of the Board of Commissioners that hear the matter. 10. Admissible evidence is that which is commonly relied upon by reasonably prudent persons in the conduct of their serious affairs. Three kinds of evidence may be admitted: a. Testimony of witnesses. b. Writings, including letters, maps, diagrams and other written material offered as evidence. c. Photographs, experiments, demonstrations and similar means used to prove a fact. 11. Objections to evidence may be made by applicants or County staff on any of the following grounds: a. Irrelevant. The evidence has no tendency to prove or disprove any issue involved in the hearing. b. Immaterial. The evidence is offered to prove a proposition which is not a matter in issue at the hearing. c. Unduly repetitious. The evidence is merely repetitive of what has already been offered and admitted. 12. Normally, continuances are not granted. However, the record may be left open for up to seven days to submit additional documents to the presiding officer. 13. Both the Hearings Officer and the Board of Commissioners will render a decision within 20 days of the closure of the hearing and the record. The hearings officer will prepare a written recommendation which will include findings of fact, conclusions of law, and recommendations. If the Board of Commissions has not appointed a Hearings Officer, it shall prepare an order which must include findings of fact, conclusions of law and the decision. Each finding of fact shall be supported by substantial evidence in the whole record. All recommendations and orders will include: For ambulance service areas: 27 SECTION 7 STREETS, UTILITIES AND PUBLIC SERVICES CODE 182 a. The nature and purpose of each proposed change in ambulance service areas. b. An assessment of the impact of each proposed boundary change on the quality of patient care within the area. c. An assessment of each proposed boundary change on the cost of providing care within the area. d. An assessment of each proposed boundary change on the efficient and effective delivery of ambulance service in all ambulance service areas. e. A comparison of the risks and benefits of each proposal. f. A recommendation to grant or deny a proposal for a boundary change to the Board of Commissioners. For applications: a. A list of competing applicants for the service area. b. An assessment of each applicant's qualifications to provide ambulance service. c. An assessment of each applicant's business plan. d. An assessment of the quality of care each applicant is proposing. e. An assessment of the cost of providing the level of care each applicant is proposing. f. An evaluation of the described level of service being proposed by each applicant on the efficient and effective delivery of service in all ambulance service areas. g. A comparison of the risks and benefits of each proposal. h. A recommendation to grant or deny an application to serve an area, or a recommendation to grant or deny a proposal for change in ambulance service area providers, to the Board of Commissioners. The recommendation or order will be mailed to applicants and to those who submitted a written request for a copy to the Director at the time of the hearing. The Hearings Officer's recommendation will state when written objections must be filed with the Director. 14. Final Hearing on Hearings Officers' Recommendation. The final determination on boundaries, providers and revocation or suspension of an ASA will be made by the Board of Commissioners at a public hearing. The public hearing will be scheduled to commence within 30 days of the date of the Hearings Officers recommendation. Notice will be given as set out in Section 7.5(D)(2). Written objections to the hearings officer's recommendation will be directed to the Director. Applicants and interested parties who appeared before the Hearings Officer may make additional arguments before the Board of Commissioners, but no additional evidence will be taken. The 28 183 Jackson County Ambulance Service Plan SECTION 7 Board of Commissioners will render a decision within 20 days of the closure of the hearing and the record. 15. All hearings before either the Hearings Officer or the Board of Commissioners will be recorded by tape recording or videotaping. Tapes will be available upon payment of the required fee. Tapes will not ordinarily be transcribed by County staff. 16. Appeal of the decision of the Board of Commissioners is to the circuit court by a writ of review. E. The fee for the hearings officer will be shared by competing applicants and shall be paid in full within 30 days of the Hearings Offficer's findings. 7.6 Preference to Qualified Displaced Employees. In the event that the Board of Commissioners withdraws or suspends the assignment of an ambulance service area and appoints another ambulance service provider to serve the area, the Board of Commissioners shall require the newly appointed provider to give preference to qualified displaced employees for a period of six months as provided in ORS 682.089. 7.7 Periodic Amendments to Plan. A. Amendments to this plan may be made by the Board of Commissioners when necessary. B. Providers who desire to make minor changes to their ambulance service area boundaries, may propose such changes in writing to the Director on or before October 15 each year. The procedure set out in Section 7.5(D) will be employed to evaluate proposed minor boundary changes. The process will be consolidated, if possible, with any other proposed changes to the plan. 28A STREETS, UTILITIES AND PUBLIC SERVICES CODE 184 (This page reserved for expansion.) 28B 185 Jackson County Ambulance Service Plan Appendix 1 Ambulance Servi*ce Area, Ambulance Service Areas Rogue River F.P.D. 0 Ashland Fire & Rescue 0 Mercy Flights Shad Cove Butte Falls w Eagle oint Ro ue Rive Gold Hill ` d Jacks nville hoenix 4 Z n ` t ~ r Yti '1 T en l ~ K CY Y h an a z r L ~ ~ x •~1 yr~3'.4f~ iv ~,r4f't',r ~ .z f rx a ~jx~t r ~ rte Yr r, f ' t p Appendix 2 STREETS, UTILITIES AND PUBLIC SERVICES CODE 186 Response Ti*me Zone,,s_ Medical Response Time Zones U rban Suburban Semi-rural Ru ral Frontier SAR r r, Shady Cove Butte Falls agle oint Rogue River old Hill Central Point Medford .Jackson, le phoenix Talent Ashland 187 Jackson County Ambulance Service Plan Appendix 3 nforcement one aw ove Butt Fall E g e in Ro a Ri. G 1 ' a ix 4 r t la ~ t 7f 1i '~1~4~is.'.7 Appendix 4 STREETS, UTILITIES AND PUBLIC SERVICES CODE 188 F• • • ire Districts Fire Districts 0 AIR =1 0 ASH 0 2 - BF F-] 3 0 C ~4 0 JV 0 5 0 LC 0 6 ® MED 0 9 ;i4< P PHO Sha ove Butte Falls M agl a oin Rogue Ri 0 ° 010 Cen ral Poi t rd - ,a a. Jackso 11 ` 1X ® t < A e 189 STREETS, UTILITIES AND PUBLIC SERVICES CODE Appendix 5 JA K.SON COUNTY ASA PLAN ADVISORY STRUCTURE B.O.C. COUNTY ASA ADMINISTRATOR SELEMON I .Ff. . DIRECTOR ASA QUALITY EMS ASSURANCE OMMMEE Appendix 6 Jackson County Ambulance Service Plan 190 MUTUAL ASSISTANCE AGREEMENT WHEREAS, the parties hereto recognize the real likelihood that emergencies occurring in their respective ambulance service areas could reach such proportions as to render each of the parties hereto incapable of effectively dealing with such emergencies with each party's resources. IN CONSIDERATION of the covenants herein contained, each of the undersigned agrees to furnish Ambulance, Emergency medical Equipment, and Manpower to any of the other undersigned when such assistance is necessary and such manpower and equipment is available, and to receive and transmit such calls as may be received from any and all of the undersigned when authorized by and transmitted in accordance with the regulations of the Federal Communications Commission, provided, however, that no party hereto shall be held liable for any failure, commission, or omission in connection with the receiving or transmission of such calls. It is agreed that none of the parties hereto shall be liable for damage to property, loss of equipment, of injury to personnel or for the payment of any compensation whatsoever, arising in the course of, or as a result of, any assistance or lack of assistance rendered under the terms of this agreement. The administrative heads of each of the parties to this agreement are authorized and directed to meet and draft such rules of procedure as shall best accomplish the purposes of this agreement. Such rules of procedure, being duly agreed upon and ratified by each of the parties hereto, shall constitute addendum to this agreement. IN WITNESS WHEREOF, each of the undersigned has caused this agreement to be signed by its duly authorized officers the day and year hereinafter indicated in connection with each such party.