HomeMy WebLinkAbout2017-0418 Council Mtg PACKET
CITY OF
ASHLAND
Important: 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
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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
April 18, 2017
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. Business Meeting of March 21, 2017
2. Study Session of April 3, 2017
3. Business Meeting of April 4, 2017
VI. SPECIAL PRESENTATIONS & AWARDS
1. Annual presentation from Historic Commission
2. Proclamation of May 2017 as National Historic Preservation Month
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. Approval of minutes of boards, commissions, and committees
2. Tree Commission request to name the Southern Oregon University Spirit Tree a
City of Ashland Heritage Tree
3. Approval of resolution titled, "A resolution authorizing signatures, including
facsimile signatures, for banking services on behalf of the City of Ashland"
4. Rogue Credit Union Appeal Adoption of Findings
5. EPA WaterSense Labeling Program, letter of support
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
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.)
1. Public hearing on the 2016 Community Development Block Grant (CDBG) Award
and CDBG Action Plan development
X. UNFINISHED BUSINESS
None
XI. NEW AND MISCELLANEOUS BUSINESS
1. 2016-2017 Social Service Grant allocation recommendation review and decision
XII. ORDINANCES, RESOLUTIONS AND CONTRACTS
1. Approval of second reading by title only of an ordinance titled, "An ordinance
amending AMC 9.30.020 to extend the current smoking ban to include 130 N.
Pioneer Street and any space within 20 feet of pathways for smoke to enter
places of employment or enclosed spaces open to the public"
2. Approval of second reading by title only of an ordinance titled, "An ordinance
amending Chapter 11.26 to limit the use of public parking lots for purposes other
than parking vehicles"
3. Approval of second reading by title only of an ordinance titled, "An ordinance
amending Chapter 10.120.010 to include City of Ashland's 130 N. Pioneer Street
parking lot within the Enhanced Law Enforcement Area"
4. Approval of a resolution to assess utility fees to fund additional Police positions
5. Approval of first reading by title only of an ordinance titled, "An ordinance
amending AMC Chapter 1.08 General Penalties, Section 1.08.005F to reflect
prior amendment to AMC 10.120.020 persistent violation" and move onto second
reading
6. Approval of first reading by title only of an ordinance titled, "An ordinance
amending AMC 14.04.060 Water Connections outside the city limits" and move
onto second reading
XIII. OTHER BUSINESS FROM COUNCIL MEMBERSIREPORTS 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 I).
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 Business Meeting
March 21, 2017
Page 1 of 13
MINUTES FOR THE REGULAR MEETING
ASHLAND CITY COUNCIL
March 21, 2017
Council Chambers
1175 E. Main Street
CALL TO ORDER
Mayor Stromberg called the meeting to order at 7:03 p.m. in the Civic Center Council Chambers.
ROLL CALL
Councilor Slattery, Morris, Lemhouse, Seffinger, Rosenthal, and Darrow were present.
MAYOR'S ANNOUNCEMENTS - None
APPROVAL OF MINUTES
The minutes of the Study Session of March 6, 2017, and the Business Meeting of March 7, 2017 were approved
as presented.
SPECIAL PRESENTATIONS & AWARDS
1. Annual presentation by the Mt. Ashland Association
Mt. Ashland Association (MAA) General Manager Hiram Towle provided an update on the Mt. Ashland Ski
Resort. They had 71,600 skier visits this year and 28 feet of snowfall. MAA brought back the 7500' Crew
Internship Program and increased Ski Hopper pick up times eliminating 30,000 pounds of Co2. Other events
included the Dummy Downhill and the Winter Wellness program designed for the underserved population. He
submitted a document into the record regarding the lodge remodel project and described changes MAA wanted to
make.
2. Annual presentation by the Tree Commission
Tree Commission member Christopher John and Staff Liaison Cory Darrow provided the annual Tree
Commission update. Commissioner John explained the majority of Tree Commission work entailed reviewing
and making recommendations on planning actions in regards to trees and their care. The Commission reviewed
52 planning actions, a few requests for street tree removal, and the Plaza tree enhancement project this past year.
The Commission participated in the Wildfire ordinance discussion, made recommendations to the Ashland
Beautification project, conducted Arbor Week events for 2016, and participated in a community planting day at
Southern Oregon University. Ashland was recertified as Tree City for the 32nd year. During Arbor Week 2017,
the Tree Commission and the Parks and Recreation Department would host an event at the Nature Center on tree
planting. The Commission would also participate in Earth Day on April 22, 2017.
Commissioner John confirmed the Tree Commission was working with the Wildfire Mitigation Commission on
conifers recommendations.
PUBLIC FORUM
Roy Laird/419 Willow Street/Was a co-owner of the Ashland Book Exchange and commented on the activity
occurring at the corner of Lithia Way and Pioneer Street. He described incidents of men cursing at people inside
a salon nearby, deliberately spitting as people passed by, and throwing dog feces at stores. This group harassed
children getting off buses to attend the Oregon Shakespeare Festival. Some had mental health issues while others
simply did not value civility or respected its unspoken codes.
Susanna Richter/2301 Siskiyou Boulevard/Wanted to know how citizens could petition the Council regarding
the camping ordinance to include community service for individuals and low-income families as a first alternative
to the fines associated with the ordinance.
Louise Shawkat/870 Cambridge/Referenced the Bonneville Environmental Foundation (BEF) letter to Director
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March 21, 2017
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of IT/Electric Utility Mark Holden. The BEF recommended a measured approach with as much due diligence as
possible on the front end to maximize the project economics and benefits to the City of Ashland. This included a
rare species survey, a utility interconnection request submitted to Pacific Corporation, a conditional use permit
submitted to Jackson County, and a substation capacity. This information would help with other projects as well.
Aletna Nowitzky/102 Garfield Street/Worked as an usher at the Oregon Shakespeare Festival (OSF) and spoke
on behalf of the homeless. She shared her personal experience being homeless with her daughter, while working
at OSF. She asked for compassion when dealing with homelessness.
Mayor Stromberg noted this past year through collaborating with the faith community, there were now five shelter
nights. There were also experiments occurring with car camping in church parking lots.
Huelz Gutcheon/2253 Hwy 99/Spoke on wind, solar, and nuclear energy. France generated 80% of their power
through nuclear energy until the nuclear disaster in Fukushima Japan occurred and they shut their plants down
and were now installing windmills and solar panels. Bill Gates was working on nuclear energy and supported
adding white Sulphur speckles to the atmosphere in order to reflect the sun as a solution to greenhouse gas issues.
Councilor Lemhouse/Slattery m/s to move #XI. New and Miscellaneous Business agenda items after XII.
Ordinances, Resolutions and Contracts, and switch agenda item #2 under XI. New and Miscellaneous
Business with agenda item #3. Voice Vote: all AYES. Motion passed.
CONSENT AGENDA
1. Approval of minutes of boards, commissions, and committees
2. Liquor license application for Gill Anderson dba Platt Anderson Cellars
3. Liquor license application for Andrew Meyer dba Hold Fast Wine Company
4. Liquor license application for Efstratio Efstratiadis dba Plancha
5. Approval of a special procurement for Fregonese Associates
6. Adoption of a resolution titled, "A resolution modifying solid waste franchise rates and fees"
7. Award of a professional services contract in excess of 575,000 for design of a 2.5 MGD water treatment
plant and a 2.6 MG potable water reservoir
Councilor Slattery pulled Consent Agenda items #5 and #7 and Interim City Administrator John Karns pulled
Consent Agenda item #6 for discussion.
Community Development Director Bill Molnar addressed Consent Agenda item #5 and explained the $38,000
would cover a six-month period that would result in a package for Council to review and determine whether to
proceed with a hearing process.
Mr. Karns noted a correction to the resolution in Consent Agenda item #6. The 2.1% stated in Recitals (B) was
transposed to 1.2% in Section 2 under The City of Ashland Resolves as Follows.
Engineering Services Manager Scott Fleury addressed Consent Agenda item #7 and explained the adoption of the
2012 Master Plan laid out the rate structure that helped facilitate these projects. The rate structure would fund the
debt service associated with moving forward with the projects. The entire project, including the $342,334 was
built into the rate structure. There were two loan packages. One would expire in 2018 and the other for
$14,000,000, expired three in 2019. Staff tracked all costs attributed to capital projects and would provide that
information in future updates.
Councilor Slattery/Rosenthal m/s to approve the Consent Agenda Items. Voice Vote: all AYES. Motion
passed.
PUBLIC HEARINGS
1. Public hearing and Rogue Credit Union appeal
Mayor Stromberg opened the hearing at 7:45 p.m. for Planning Action No. PA-2016-01894 to appeal the Planning
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March 21, 2017
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Commission's denial of a request for Site Design Review approval to construct a 4,508 square foot (sq. ft.) single
story credit union building with a drive-up window as part of the phased development of the properties located at
1651 Ashland Street. The appeal also included requests for a property line adjustment and a permit to remove
eight trees. Rules for the conduct of the hearing were available in the Public Hearing Format for Land Use
Hearings - A Guide for Participants and Citizens in the back of Council Chambers.
ABSTENTIONS CONFLICTS EX PARTE CONTACTS
Councilor Rosenthal declared he spoke to the chair of the Planning Commission regarding the accuracy of a local
newspaper article but not on the merits of the issue. Councilor Darrow declared she read the article in the paper.
Councilor Seffinger had nothing to declare. Mayor Stromberg declared a brief exchange with the chair of the
Planning Commission. Councilor Lemhouse declared he read the headline but not the newspaper article itself.
Councilor Morris declared a site visit to the location and talked with two Planning Commissioners about the matter
prior to the submittal of the appeal. Councilor Slattery read the newspaper article and had a discussion with a
Planning Commissioner regarding the article's accuracy.
The Mayor and Council individually read aloud the following statement: "I have not prejudged this application
and I am not prejudiced or biased by my prior contacts or involvement; I will make this decision based
solely on the application of the relevant criteria and standards to the facts and evidence in the record of
this proceeding."
Mayor Stromberg read the grounds for the appeal identified by the appellant:
1. The Planning Commission failed to consider properly the Appellant's request for an exception to the
strict Floor Area Ratio standards due to the Appellant's unique use (i.e. a drive-up).
2. The Planning Commission improperly construed the Ashland Municipal Code in determining the use of
a Shadow Plan to meet Floor Area Ratio standards is discretionary on the part of the Planning
Commission, rather than discretionary on the part of the Appellant.
3. The Planning Commission improperly considered Appellant's two contiguous parcels to be separate
parcels, contrary to the Ashland Municipal Code, which provides that contiguous parcels under the same
ownership shall be considered a single parcel for purposes for development.
4. The Planning Commission improperly applied the Ashland Municipal Code with respect to Shadow
Plans.
5. The Planning Commission provided no findings in rejecting appellant's offering a restrictive covenant to
ensure a minimum Floor Area Ratio of the property (consisting of two parcels).
The appeal on record was limited to these five grounds.
CHALLENGES --None
STAFF REPORT
Community Development Director Bill Molnar explained the Planning Commission closed the record March 10,
2017 and oral testimony was limited to the people who submitted arguments prior to the record closing.
Associate Planner Derek Severson clarified the application did not have an affordable housing component
proposed. There was some discussion of the applicants looking into the possibility of affordable housing but it
was discussion only. They would sell the second piece of the property and not be involved in development. There
was not a 34 unit affordable housing project associated with the request as stated in the newspaper article.
The subject property was at 1651 Ashland Street and comprised of two parcels. The applicants proposed a 4,508
square foot (sq. ft.) building on Ashland Street across the street from the Ashland shopping Center. The lots
fronting on Ashland Street were zoned Commercial C-1. Property directly behind the lot was R-1 single family
with one section zoned for higher density multi-family R-3 off Walker Street. In addition, all of the commercial
properties on that corridor were in the Detail Site Review Overlay zone.
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March 21, 2017
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Component requests included the following:
• Site Design Review approval to construct a 4,508 square foot, single-story credit union building with
drive-up window as part of the phased development of the properties located at 1651 Ashland Street. A
shadow plan involving adjoining properties that will be outside the future control of the applicant has
been provided to show how the minimum Floor Area Ratio (FAR) of 0.5 could be met in a later phase;
however, the applicants are requesting an Exception to the minimum FAR standard. (As proposed, the
4,508 square foot single-story building on Lot 2 achieves a .247 FAR. The shadow plan shows how
additional buildings could be constructed on Lot 1 with a FAR of .624. If considered together this would
yield a combined FAR of .506 between the two parcels.)
• A Tree Removal Permit to remove eight of the site's 24 trees - not part of appeal request
• A Property Line Adjustment - not part of appeal request
Floor Area Ratio (FAR) was the ratio of the floor area of the proposed building to the lot area. A 0.50 minimum
requirement on a 10,000 sq. ft. lot would require a single story building to have 5,000 sq. ft. of floor area or more
to meet the standard. FAR was a measure of building intensity. It often applied to transit corridors, bus routes in
order to work towards a certain concentration of a building that would house residents, employees, and patrons
going to the site to support a transit. It should occur with other design standards.
Ashland Municipal Code (AMC) 18.4.2.040.C.l.an Orientation and Scale required developments to have a
minimum FAR of 0.50. In situations where there is one-half of an acre or greater in size, the FAR requirement
may be met through a phased development plan or a shadow plan that demonstrated how development may be
intensified over time to meet the minimum FAR. The AMC used "shall" as a requirement of the code and the
word, "may" as a guideline that implied some discretion. The Planning Commission interpreted the use of "may"
as implying there was some discretion used in determining whether the plan met the standard required review or
whether it met the FAR standard. A multi-story building let the applicant meet the FAR by having more square
footage in a smaller footprint. The applicant's request on Lot 2 was proposed at 0.247 FAR and 0.50 was the
minimum that could increase if lot one was considered as part of the shadow plan, it would then be 0.624. If
Council considered both lots, the FAR would be 0.506.
AMC 18.6.1 defined a shadow plan as a schematic or conceptual design for future land development when a lot
could be developed at a higher intensity. A shadow plan demonstrated that the proposed development would not
impede the future use of the lot to be fully developed to the required building intensity standards (i.e. Floor Area
Ratio), and that the proposed development has been planned to prevent piecemeal and uncoordinated
development.
The purpose of the Floor Area Ratio (FAR) Standard
• Intensity standard to create a deliberate environment supportive to transit, similar to a minimum
residential density.
• Seeks efficient use of available commercial land in keeping with R.P.S. commitments and the associated
goals and policies.
• Built Environment - Seeks to provide a sense of enclosure to the streetscape (AMC 18.4.6.040.A.2 "All
streets in Ashland shall be designed using the following assumptions:... Building setbacks and heights
create a sense of enclosure.")
Exception to the Site Development & Design Standards - The approval authority may approve exceptions to
the Site Development and Design Standards of part 18.4 if the circumstances in subsection either 1 or 2, below,
are found to exist:
1. There is a demonstrable difficulty meeting the specific requirements of the Site Development and Design
Standards due to a unique or unusual aspect of an existing structure or the proposed use of a site; and
approval of the exception will not substantially negatively impact adjacent properties; and approval of the
exception is consistent with the stated purpose of the Site Development and Design; and the exception
requested is the minimum which would alleviate the difficulty; or
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2. There is not demonstrable difficulty in meeting the specific requirements, but granting the exception will
result in a design that equally or better achieves the stated purpose of the Site Development and Design
Standards.
The Planning Commission was concerned knowing that the two properties while they were contiguous properties
under a single ownership would not develop together or remain in under the applicant's ownership. A shadow
plan on that basis did not meet the intent of providing coordinated planning where each lot developed together.
The Planning Commission opted to state the shadow plan could not be considered because the two properties were
not developing together under that same ownership, the shadow plan pulled the development back from the street
detracting from that sense of enclosure, and pushed the bulk of the development back adjacent to the residential.
The applicant framed their Exception Request in terms of #2 under Exception to the Site Development & Design
Standards. The Commission did not think the applicant met the burden of proof.
City Attorney Dave Lohman clarified the first Exception #1 was not just applicable with site development but
could also be applicable when the particular proposed use was unique. It was how they planned to use it that
could be considered. Mr. Severson further clarified in terms of the use of this site, one of issues the Appellant's
raised was the Planning Commission did not adequately consider the drive up component of the use and the
constraints it put on the development of the site. The applicant framed it in terms of Exception 92 and the Planning
Commission did not think they met their burden of proof. For Exception 91, the applicant as a credit union was
subject to a charter that prohibited them from being a landlord. Mr. Molnar further explained the majority of the
Planning Commission determined the drive up use and additional circulation requirements was not demonstrated
to be that imposing. Council could consider both Exceptions.
The applicant provided a detailed shadow plan for both properties but since they planned to sell one lot, it would
not be a coordinated development. The applicants offered a possible deed restriction requiring new property
owners to develop at .624 FAR. If the applicant purchased one lot, it still failed to meet the FAR. The applicant
made a boundary line adjustment to accommodate circulation. The lot by itself would not meet the requirements
without an exception.
Planning Commission Decision - Deny "without prejudice" - This would allow a new application to be
submitted within one year
• The shadow plan fails to meet the standard.
• The requested Exception does not equally or better achieve the level of intensity of development or sense
of enclosure of the street sought by the standard.
Appeals on the Record
• Council is to review only the five specific errors raised in the appeal request.
• The Council may not consider new facts or information.
• The Council must decide: 1) Whether there is substantial evidence to support the Planning Commission's
decision; and 2) If the Planning Commission committed an error.
• The only people allowed to speak at this hearing are City staff and the applicant/appellant. Other
participants did not provide written arguments in advance.
• The applicant/appellant is allowed ten minutes to summarize their written arguments.
• No one can introduce new information or facts.
Appeal Issues
1. The Planning Commission failed to properly consider the Appellant's request for an exception to the
strict Floor Area Ratio standards due to the Appellant's unique use (i.e. a drive-up)
• There are two sub-criteria for an Exception. The application spoke to the second (no demonstrable
difficulty, Exception is equal or better)
• The first has to do with a demonstrable difficulty based on a unique aspect of an existing structure or the
proposed use.
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• The Commission nonetheless considered both possible sub-criteria as detailed in the Council
Communication: Page 5 of 6 January 10, 2017 Ashland Planning Commission Minutes, Deliberations,
and Decision in Attachment 5, and Section 2.3 beginning on Page 8 of the February 14, 2017 findings in
Attachment 4.
• "The Planning Commission finds that accommodating the proposed drive-up use and the associated site
planning, circulation and parking configuration necessary to address the special use standards for drive-
up uses has not been demonstrated to impact the site planning to a degree that would prevent
accommodating a larger footprint on Lot #2. Commissioners recognized that this was one of only 12
drive-up windows allowed in Ashland, and that the criteria for locating allowed drive-up uses within the
city puts constraints on where a drive-up use may be allowed, limited the applicants' ability to select a
suitable property, but the Planning Commission finds that the drive-up component of the request has not
been demonstrated to create specific difficulties in meeting the FAR standard on the subject property."
• The Planning Commission further finds that as a credit union, being subject to charter regulations
preventing them from pursuing speculative development proposals does not constitute a unique or unusual
aspect of the proposed use of the site, as this is ultimately an aspect of the specific user (Rogue Credit
Union) and not the proposed use as a financial institution. The Planning Commission finds that there is
not a demonstrable difficulty in meeting the standards due either to a unique or unusual aspect of an
existing structure or the proposed use of the site, and that as such, an Exception is not merited.
In staff s view, the Planning Commission fully and properly considered the unique aspects of the appellant's
proposed use of the property, both in terms of a financial institution and of a drive-up use, in ultimately reaching
the decision that an Exception was not merited. Without the drive up window, a half-acre parcel would require a
10,000 sq. ft. building with parking and would likely result in a second floor.
2. The Planning Commission improperly construed the Ashland Municipal Code in determining the use
of a Shadow Plant to meet Floor Area Ratio standards is discretionary on the part of the Planning,
rather than discretionary on the part of the Appellant.
• By definition, a shadow plan is to demonstrate that the proposal will not impede the future use of the lot
to be fully developed to the required building intensity standards (FAR) and that the proposed
development has been planned to prevent piecemeal and uncoordinated development.
• AMC 18.4.2.040.C.1.a. provides that, "...Where a site is one-half an acre or greater in size, the FAR
requirement may be met through a phased development plan or a shadow plan that demonstrates
how development may be intensified over time to meet the minimum FAR."
• "The Commission further finds that the allowance for the use of a shadow plan in the code is discretionary
on the part of the Planning Commission (i.e. the standard language in AMC 18.4.2.040.C.1.a. uses "may"
rather than "shall"). The Commission finds that the shadow plan provided is counter to the intent of
providing more intense development along the Boulevard corridor to contribute to a sense of enclosure of
the streetscape, while instead pushing the more intense future development nearer to residentially-zoned
neighbors at the rear of the property, and further finds that the current application and shadow plan
provided as part of that application fails to meet the Detailed Site Review Standard regarding Orientation
and Scale in 18.4.2.040.C.1." See Subsection 2.3 on page 6 of the 02-14-17 findings (Attachment 4).
In staff s assessment, the Commission was exercising what they found to be appropriate discretion "to prevent
piecemeal and uncoordinated development" because they found that the development illustrated in the shadow
plan provided was "counter to the intent of providing more intense development along the Boulevard corridor to
contribute to a sense of enclosure of the streetscapes, while instead pushing the more intense future development
nearer to residentially-zoned neighbors at the rear of the property."
A potential remedy was building a two-story building at the street, or bringing in the future shadow plan with
larger buildings closer to the street. Detailed Design Standards along the corridor generally pushed towards two
story buildings along Ashland Street.
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The appellant referenced a shadow plan considered by the Planning Commission regarding Goodwill Industries
that was not included in the staff report because it was not part of the record. It was briefly discussed at the
meetings. In that shadow plan, the Commission was looking at an existing lot that had significant constraints
and they looked at the shadow plan in terms of whether it met the parking, building height, circulation issues, and
if it met large scale design standards. The Planning Commission looked at it in terms of not just that a shadow
plan was identified, but that it was analyzed by the Commission in tenns of meeting a number of standards to
demonstrate if it were built, it could conceivably get through the process and meet all the standards that were
likely to apply. In that case, the applicants provided utility sizing to accommodate the larger building and appeared
to move forward installing utilities to support that plan. Additionally, it was a single site versus a contiguous
parcel and eventually not under the applicant's control.
The effect of the applicant's intent to sell the second property was a later issue. AMC stated two contiguous
parcels under one owner are considered one parcel. In this case, the applicants made clear from the beginning
they did not intend to develop that property and it would not remain under the same ownership. For the Planning
Commission, that precluded its use as a shadow plan and precluded it in terms of the purpose of the shadow plan
providing for coordinated development of the property.
The Planning Commission found, as a credit union, subject to their charter regulations that prevented them from
pursuing speculative development proposals did not constitute a unique or unusual aspect of the proposed use as
it was ultimately an aspect of the proposed user, the credit union, and not a proposed use as a financial institution.
3. The Planning Commission improperly considered Appellant's two contiguous parcels to be separate
parcels, contrary to the Ashland Municipal Code, which provides that contiguous parcels under the
same ownership shall be considered a single parcel for purposes of development.
• In AMC 18.6.1, a lot is defined as, "A unit of land created by a partition or a subdivision or a unit
or contiguous units of land under single ownership, which complies with all applicable laws at the
time such lots were created. Any contiguous ownership of non-conforming lots will be considered
one tract of land."
• Applicant currently owns the two contiguous properties here, the application materials and testimony
made clear that the applicant was precluded from development of the second parcel through their
charter as a credit union and would be selling the property and have no involvement in its future
development although they would be willing to place a deed restriction which would have required that
the second property develop in the future according to a higher minimum 0.624 Floor Area Ratio to
comply with the proposed shadow plan.
• "The Planning Commission finds that the shadow plan provided poses some concerns. First, the
applicants have explained that neither as a credit union, they are unable by charter to act as developers
and as such can neither develop the remainder of the site with buildings other than the credit union nor
can they add a second story that would then be rented to tenants other than the credit union. As such,
while a shadow plan is provided, the remaining lot would not be under the applicants control and would
instead be sold and developed by the future buyer. The Planning Commission finds that by definition,
the Ashland Municipal Code provides that contiguous lots under a single ownership may be considered
a single property for planning purposes, however in this case it is clear that development is not to occur
while the properties are under the same ownership and as such the Planning Commission finds that they
should not be considered together as part of a shadow plan." See Subsection 2.3 on page 5 of the 02-14-
17 findings (Attachment 4).
The Commission made the determination that while contiguous properties under a single ownership were
considered to be one lot for planning purposes, in this instance because it was made clear by the applicants that
the two properties would not be under the same ownership for the development of Lot # 1, they would not
provide for coordinated planning of the site and thus should not be considered together initially.
Mr. Lohman thought the Planning Commission's decision was reasonable because the same ownership shall be
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March 21, 2017
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the single owner for purposes of development. They will not own the entire parcel. Mr. Severson added even if
the parcel were considered together, the Planning Commission determined the shadow plan was not doing what
it was intended to do.
4. The Planning Commission improperly applied the Ashland Municipal code with respect to Shadow
Plans (as a guarantee of build-out).
• In AMC 18.6.1, a shadow plan is defined as, "A schematic or conceptual design for future land
development when a lot could be developed at a higher intensity. A shadow plan demonstrates that
the proposed development will not impede the future use of the lot to be fully developed to the
required building intensity standards (i.e., Floor Area Ratio), and that the proposed development
has been planned to prevent piecemeal and uncoordinated development."
• As discussed in #2 above, the Planning Commission found that there was discretion on their part as to
whether the shadow plan adequately addressed the stand, and found that: "...the shadow plan provided
is counter to the intent of providing more intense development along the Boulevard corridor to contribute
to a sense of enclosure of the street scape, while instead pushing the more intense future development
nearer to residentially-zoned neighbors at the rear of the property, and further finds that the current
application and shadow plan provided as part of that application fails to meet the Detailed Site Review
Standard regarding Orientation and Scale in 18.4.2.040.0.1." See Subsection 2.3 on Page 6 of 02-14-17
findings (Attachment 4).
In staffs assessment, the Commission was not seeking to require assurance that development will occur as
depicted, although the applicant had offered to deed restrict the property with a guarantee that development would
occur at a specific intensity. The Commission was instead exercising discretion "to prevent piecemeal and
uncoordinated development" because they found that the development illustrated in the shadow plan provided
was "counter to the intent of providing more intense development along the Boulevard corridor to contribute to a
sense of enclosure of the streetscape, while instead pushing the more intense future development nearer to
residentially-zoned neighbors at the rear of the property."
5. The Planning Commission provided no findings in rejecting appellant's offering a restrictive covenant
to ensure a minimum Floor Area Ratio of the property (consisting of two parcels).
• The Planning Commission findings with regard to the appellant's offering of a restrictive covenant were
as follows: "...the Commission finds that the suggestion to impose a real estate development covenant
on proposed Lot # 1, requiring a future owner to develop to a density of at least 0.624 FAR, does not cure
the problems with the proposed shadow plan in this application. The two lots would be separate lots,
under separate ownerships, and for totally separate developments, which does not meet the definition or
intent of a shadow plan in the Land Use Ordinance." See the last paragraph of Section 2.3 on Page 9 of
the 02-14-17 findings (Attachment 4).
The Commission made the determination that while contiguous properties under a single ownership were
considered to be one lot for planning purposes, in this instance because it was made clear by the applicants that
the two properties would not be under the same ownership for the development of Lot # 1, they would not provide
for coordinated planning of the site and a covenant addressing only the FAR would not provide the desired
coordination.
It was assumed the second lot would be developed as mixed use. In C-1 zoning for multiple buildings, 50% of
the lot had to be dedicated to commercial uses. Using either special permitted or permitted uses other than
residential. The bulk of the ground floor would be commercial uses and the upper two floors residential. A
different ownership might be able to meet the requirements. The Planning Commission did not think this proposal
achieved that.
Councilor Slattery/Lemhouse m/s to extend the public hearing to 10:30 p.m. Voice Vote: all AYES. Motion
passed.
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APPLICANT/APPELLANT'S PRESENTATION
Matthew Stephenson/1370 Center Drive, Medford, OR/Executive Vice President of Rogue Credit
Union/Explained it was unfortunate the process reached this point. For years, they had worked to find a "win-
win" for the Credit Union and the City. The Credit Union had been in the Ashland area for almost fifty years and
was a not for profit financial cooperative, locally owned and operated. The current location on Lithia Way now
had over 12,000 members with over $173,000,000 in deposits. The branch did the work of four normal branches.
Credit Union members wrote 1,200 letters to the Credit Union requesting they petition the City regarding the
application. As a credit union, they were restricted from doing development. Instead, they reached out to the
Jackson County Housing Authority and Columbia Care Services who were interested in the second lot.
Mark Bartholomew/14 North Central Avenue, Medford OR/Attorney/Provided a brief presentation:
Shadow Plan
• When a lot is half an acre or greater in size, FAR "may be met through a phased development or a shadow
plan that demonstrates how development may be intensified over time to meet the minimum FAR." AMC
18.4.2.040(C)(1)(a)
• Shadow Plan - "A schematic or conceptual design for future land development when a lot could be
developed at a higher intensity. A shadow plan demonstrates that the proposed development will not
impede future use of the lot intensity standards (i.e. FAR), and that the proposed development had been
planned to prevent piecemeal and uncoordinated development."
This was contrary to the Planning Commission's findings who applied non-criteria in violation of Oregon law.
Applicant's Shadow Plan
• Applicant submitted a shadow plan, which included the adjacent 1.02-acre Lot 9201.
• The Applicant also owns Lot 9201.
• Because lot 8700 and 9201 are contiguous and under the same ownership, they constitute one "lot" under
the Code.
• A "lot" is a "unit or contiguous units of land under single ownership." AMC 18.6.1.030
Mr. Bartholomew addressed an earlier inquiry from Council to the City Attorney regarding whether the Planning
Commission made a proper definition of "lot" and strongly disagreed stating the words "development purposes"
did not exist in in the definition of "lot." Therefore, the Planning Commission committed an error and Council
was getting an incorrect definition of "lot" from staff. The two contiguous parcels created one lot.
• The shadow plan demonstrated the ability to achieve a FAR of 0.506 on the combined "lot." Above
minimum standards.
• Only one criterion for use of a shadow plan - FAR "may be met through a phased development or a
shadow plan that demonstrates how development may be intensified over time to meet the minimum FAR.
AMC 18.4.2.040(C)(1)(a).
• Shadow plan met the above criterion. Planning Commission made no finding that the shadow plan did
not show how development may be intensified over time to meet the minimum FAR. Denied on other
grounds...
Planning Commission Decision
• Planning Commission denied the application in part, because the Applicant does not itself plan to
develop the "lot" (consisting of two lots) further and the adjacent lot would be sold to a future buyer.
• Planning Commission refused to consider the adjacent lots as one lot for planning purposes because one
lot would be sold.
o There is no provision in the AMC that distinguishes between adjacent lots based on the
subjective intentions of the current owner.
o Such a distinction is not supported in the Code and is beyond the range of discretion permitted
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City Council Business Meeting
March 21, 2017
Page 10 of 13
in law.
o Legal error
There was no requirement in the code that a lot for planning purposes remain in common ownership. There was
no requirement the lot be developed according to the shadow plan. This was the imposition of nonexistent criteria
and in violation of law.
• Planning Commission findings regarding the adjacent lots and unknown future development by a future
owner present a misapplication of the Code.
• Shadow plans are described in the Code as "conceptual," "potential," development that "could" meet the
FAR standards later.
o Shadow plans are not actual approved plans. They merely show that development is not
irrevocably committed to the point that FAR standards cannot be met in the future.
o They are not a guarantee that a certain development will occur in the shadow plan area.
o Applied correctly in Goodwill.
Goodwill Building - Inconsistent Code Application
• Planning Commission approved a Goodwill Industries project with .280 FAR in December 2016.
• Goodwill submitted a shadow plan that showed the theoretical ability to add two additional stories to the
building to achieve a FAR of .500.
• Staff confirmed to the Planning Commission during that hearing that Goodwill was under no obligation
to build out the shadow plan.
• The application of the shadow plan was correct for Goodwill. The shadow plan showed the theoretical
potential to meet the shadow plan, which is the only criterion.
• Shifted the goalposts for the current applicant-requiring additional assurances that are not supported in
the Code and not required of Goodwill.
• Practically speaking, the adjacent 1.02 ace lot 9201 will be developed. It is unlikely that Goodwill is
going to add two additional stories.
Planning Commission Decision
• Planning Commission also rejected shadow plan because it found that it had discretion to approve the
plan.
• Focused on the word "may."
• FAR "may be met through a phased development or a shadow plan that demonstrates how development
may be intensified over time to meet the minimum FAR." AMC 18.4.2.040(C)(1)(a).
• Planning Commission believed that it had no obligation to accept the shadow plan because of the
permissive nature of the word "may."
• Legal error. Only criterion is that the shadow plan demonstrates how development may be intensified
over time to meet minimum FAR.
• "May" mean that Applicant has the option but not the obligation to use a shadow plan to meet the criteria.
• Planning Commission went on to identify additional reasons for denial that are not criteria.
o Legal error
Ashley Manor Case
• LUBA case - Ashley Manor Care Centers v. City of Grants Pass, 38 Or LUBA 308 (2000)
• 17.112 Criterion for Approval, Property Line Vacations. The City Council may by ordinance, vacate the
property line unless the resultant property configuration would create a substandard condition relative to
the requirements of this Code, such as placing two single family dwellings on one lot where only one
single family dwelling per lot is allowed.
• Applicant in that case met the applicable criteria above.
In this case, the applicant appealed to LUBA who found they had to approve despite the word "may." The Ashley
City Council Business Meeting
March 21, 2017
Page I 1 of I3
Manor case was similar to this one regarding the use of "may" meeting the FAR standard in the shadow plan. It
also referred to the applicant "may" instead of Council. He did not think LUBA would agree with the Planning
Commission's finding.
The bottom line was there was one applicable standard. It showed the development could be intensified in the
future on the contiguous combined lot. That was the only criteria and it was apparent to Mr. Bartholomew the
Planning Commission thought that the text of the code supported the shadow plan doing more than it actually did.
The reality was the shadow plan did not have the "teeth" the Planning Commission wanted it to have. The remedy
for realizing a. deficiency in the code was amending the code and not making up criteria and applying it to the
application. Floor Area Ratio was not in the code. A staff created standard did not constitute criteria and could
not be applied per Oregon law.
Mr. Lohman explained if Council wanted to request a deed restriction, they would do that tonight. Council options
were affirm the decision, reverse it, move to modify it and direct staff to prepare Findings, or send it back to the
Planning Commission. Council could add a deed restriction by choosing to modify the decision or by sending it
back to the Planning Commission. Mr. Bartholomew added Council could approve the application with the
condition the applicant record a deed restriction acceptable to the City Attorney.
Jerome White/253 Third Street/Architect[Early in the process they submitted a shadow plan as part of a "pre-
app" application. Staff said it was not acceptable and they suggested they go for the Exception instead.
Mr. Bartholomew addressed other comments from City staff regarding the shadow plan. The plan failed to create
a sense of enclosure. This requirement was in the Street Design Standards and not applicable to the shadow plan.
City staff thought it was piecemeal development and contrary to the definition of the shadow plan. By definition,
a shadow plan was piecemeal development. It was also denied because it did not meet the intent of the FAR
standards. There was nothing in the code stating what the intent of the FAR standards was when the code did not
indicate those standards period.
Mr. Severson explained the shadow plan was intended to look at larger projects like Bi-Mart and Shop n Kart.
Goodwill Industries was different. It was a single property, with one building. The applicants proposed a second
and third story to meet the FAR requirement. He agreed with the appellant that it seemed unlikely they would
build the extra stories. Goodwill hired an architect to design it elsewhere in town instead of building on their
current facility. The shadow plan was not a "have to."
Mr. Lohman clarified the shadow plan was relevant and read the definition. Piecemeal was not a random word
and used in the definition. Mr. Severson added in terms of large parcels, the applicant had to show how they
would develop incrementally, in phases and that requirement that showed it as coordinated and not piecemeal.
The deed restriction was not acceptable to the Planning Commission but Council could find that as an error and
that it provided sufficient uncertainty. The deed restriction would not remedy the issue of the parcels being split
and coordinated. Once sold, the owner had no control. It would solve the FAR problem but would not comply
with site design standards. The Planning Commission found to the contrary. That did not mean Council had to
adhere to that finding. The deed restriction alone did not meet City standards.
The Planning Commission had an issue with the development happening closer to the residential than the street.
Council could decide the 0.624 covenant to restrict the FAR was acceptable on that specific appeal point realizing
all the other issues would be dealt with through the site design process. A shadow plan with a 0.624 FAR would
be in compliance within the City's existing development standards and could be a solution but according to the
Planning Commission was not a good one because it pushed the intensity back to the residential area.
Public Hearing Closed: 10:00 p.m.
ADVICE FROM LEGAL COUNSEL AND STAFF
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Mr. Lohman clarified this was a hearing on the record. It was not a hearing where Council weighed who had the
most persuasive arguments. Council must affirm the decision of the Planning Commission unless their decision
was erroneous. Council could say it was erroneous if there was no substantial evidence in support of their findings.
It could be erroneous if Council thought they made an error in the law and the finding was not authorized by the
law, was contrary to the law, or improperly applied. The appellant's were making the case that it was improperly
applied.
COUNCIL DELIBERATION AND DECISION
Councilor Morris/Slattery m/s to reverse the decision of the Planning Commission and support the written
appeal, and direct staff to prepare written findings for adoption by Council. DISCUSSION: Councilor
Morris thought both the Planning Commission and the applicant had made errors in that the Planning Commission
failed the request for exception regarding the drive-in and that the applicants were not developers. The application
was not direct enough. Appeal Issues #2 and #4 involved the shadow plan. He did not find the use of the shadow
plan as discretionary. There was never criteria prohibiting selling requirements to build specific to the plan. For
Appeal Issue 113, keeping the parcels separate was arbitrary. He could not make the nexus for Appeal Issue #5.
Councilor Slattery could not uphold the Planning Commission's findings based on the information presented.
Councilor Lemhouse agreed with Councilor Slattery. He wanted to reverse Appeal Issues #3 and #4. The finding
on Appeal Issue #3 was improperly considered. It fit the code, and the applicants followed the law. For Appeal
Issue #4, it seemed unfair to find the shadow plan insufficient. It was a concept and there were no guarantees it
would work. The finding was incorrect, the shadow plan was sufficient. Councilor Seffinger agreed with what
was already stated and wanted to know if the deed restriction was included if the decision was reversed. Councilor
Lemhouse responded he would make an amendment to retain the deed restriction.
Councilor Rosenthal thought the plausibility of argumentation based on code language was a problem. Appeal
Issue 94 was an issue for him. The shadow plan was hypothetical and he thought there could be a problem with
LUBA. He would support the motion as presently stated. Councilor Darrow found issue with Appeal Issue #3
and speculating what may or may not happen in the future and not focusing on present facts.
Councilor Lemhouse/Seffinger m/s amend the main motion that a deed restriction be placed on property
to ensure the original FAR be achieved should the property be sold. DISCUSSION: Councilor Lemhouse
explained the deed restriction protected community interest, and allayed the Planning Commission's concerns.
Councilor Seffinger agreed. Councilor Morris would not support the amendment. The deed restriction would
only achieve the 0.624 FAR and whoever developed the lot would probably exceed that FAR.
Roll Call Vote: Councilor Slattery, Seffinger, and Lemhouse, YES. Councilor Morris, Rosenthal, and
Darrow, NO. Mayor Stromberg broke the tie with a NO vote. Motion failed 4-3.
Roll Call Vote on the main motion: Councilor Seffinger, Morris, Lemhouse, Darrow, Rosenthal, and
Slattery, YES Motion passed.
Mr. Lohman noted staff would prepare written Findings for a future Council meeting within the 120 days.
UNFINISHED BUSINESS
1. Results of the Downtown Business Survey
Item delayed due to time constraints.
ORDINANCES, RESOLUTIONS AND CONTRACTS
1. Approval of first reading by title only of an ordinance titled, "An ordinance amending AMC 9.30.020
to extend the current smoking ban to include 175 Lithia Way and any space within 20 feet of pathways
for smoke to enter places of employment or enclosed spaces open to the public" and move on to second
reading
Item delayed due to time constraints.
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City Council Business Meeting
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2. Approval of First Reading by title only of an ordinance titled, "An ordinance amending Chapter 11.26
to limit the use of public parking lots for purposes other than parking vehicles" and move onto Second
Reading.
Item delayed due to time constraints.
3. Approval of first reading by title only of an ordinance titled, "An ordinance amending Chapter
10.120.010 to include City of Ashland's 175 Lithia Way parking lot within the Enhanced Law
Enforcement Area" and move on to second reading
Item delayed due to time constraints.
NEW AND MISCELLANEOUS BUSINESS
Councilor Morris/Slattery m/s to address item #2 Modification of existing Jefferson Avenue loan/grant
contracts under New and Miscellaneous Business first. Voice Vote: ALL AYES. Motion passed.
1. Approval of contract for Plaza tree enhancement project
Item delayed clue to time constraints.
2. Modification of existing Jefferson Avenue loan/grant contracts
Councilor Lemhouse declared a conflict of interest and recused himself. He was a former employee of Brammo
and currently still held stock options. Councilor Morris declared a potential conflict of interest that would not
inhibit his ability to make a decision on the matter. His late parents had stock in Brammo that would go to the
estate if it sold.
Councilor Lemhouse left the meeting at 10:26 p.m.
City Attorney Dave Lohman explained Brammo owed the City $275,000 on three parcels secured through a trust
deed and wanted to sell one of the lots. Craig Bramscher was asking the City to accept a $60,000 repayment of
principle in return for removing the trust deed application from the parcel for sale and applying the remaining
$215,000 to the other two parcels.
Councilor Slattery/Morris m/s to recuse Councilor Lemhouse. Voice Vote: ALL AYES. Motion passed.
Councilor Slattery/Seffinger m/s to accept the request for modification to the Trust Deed and Security
Agreement between the City of Ashland and Brammo, Inc. as proposed and direct the City Administrator
to execute the contract documents necessary to complete the transaction.
Roll Call Vote: Councilor Morris, Slattery, Darrow, Seffinger, and Rosenthal, YES. Motion passed.
3. Downtown parking management strategy
Item delayed due to time constraints.
OTHER BUSINESS FROM COUNCIL MEMBERS/REPORTS FROM COUNCIL LIAISONS
Item delayed due to time constraints.
ADJOURNMENT OF BUSINESS MEETING
Meeting adjourned at 10:30 p.m.
Dana Smith, Assistant to the City Recorder John Stromberg, Mayor
City Council Business Meeting
March 21, 2017
Page 13 of 13
2. Approval of First Reading by title only of an ordinance titled, "An ordinance amending Chapter 11.26
to limit the use of public parking lots for purposes other than parking vehicles" and move onto Second
Reading.
Item delayed due to time constraints.
3. Approval of first reading by title only of an ordinance titled, "An ordinance amending Chapter
10.120.010 to include City of Ashland's 175 Lithia Way parking lot within the Enhanced Law
Enforcement Area" and move on to second reading
Item delayed due to time constraints.
NEW AND MISCELLANEOUS BUSINESS
Councilor Morris/Slattery m/s to address item #2 Modification of existing Jefferson Avenue loan/grant
contracts under New and Miscellaneous Business first. Voice Vote: ALL AYES. Motion passed.
1. Approval of contract for Plaza tree enhancement project
Item delayed due to time constraints.
2. Modification of existing Jefferson Avenue loan/grant contracts
Councilor Lemhouse declared a conflict of interest and recused himself. He was a former employee of Brammo
and currently still held stock options. Councilor Morris declared a potential conflict of interest that would not
inhibit his ability to make a decision on the matter. His late parents had stock in Brammo that would go to the
estate if it sold.
Councilor Lemhouse left the meeting at 10:26 p.m.
City Attorney Dave Lohman explained Brammo owed the City $275,000 on three parcels secured through a trust
deed and wanted to sell one of the lots. Craig Bramscher was asking the City to accept a $60,000 repayment of
principle in return for removing the trust deed application from the parcel for sale and applying the remaining
$215,000 to the other two parcels.
Councilor Slattery/Morris m/s to recuse Councilor Lemhouse. Voice Vote: ALL AYES. Motion passed.
Councilor Slattery/Seffinger m/s to accept the request for modification to the Trust Deed and Security
Agreement between the City of Ashland and Brammo, Inc. as proposed and direct the City Administrator
to execute the contract documents necessary to complete the transaction.
Roll Call Vote: Councilor Morris, Slattery, Darrow, Seffinger, and Rosenthal, YES. Motion passed.
3. Downtown parking management strategy
Item delayed due to time constraints.
OTHER BUSINESS FROM COUNCIL MEMBERS/REPORTS FROM COUNCIL LIAISONS
Item delayed due to time constraints.
ADJOURNMENT OF BUSINESS MEETING
Meeting adjourned at 10:30 p.m.
ko N-
Da a Smith, Assistant to the City Recorder V o n Str berg, Mayor
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City Council Study Session Meeting
April 3, 2017
Page 1 of 2
MINUTES FOR THE STUDY SESSION
ASHLAND CITY COUNCIL
Monday, April 3, 2017
Siskiyou Room, 51 Winburn Way
Mayor Stromberg called the meeting to order at 5:31 p.m. in the Siskiyou Room.
Councilor Morris, Darrow, Rosenthal, Seffinger, and Slattery were present. Councilor Lemhouse was
absent.
1. Public Input
Susan Hall/210 East Nevada Street/Spoke at the last Study Session on the Public Works Director's
authority regarding Transportation Commission decisions and had not received a response to her
inquiries.
City Attorney Dave Lohman explained Mr. Faught planned to call her directly. Ms. Hall responded Mr.
Faught had stopped her before a meeting and explained in cases his recommendation was different from
the Transportation Commission, they presented their recommendation, and he presented his.
Louise Shawkat/870 Cambridge/Thanked everyone for their response regarding the 10x20 ordinance.
2. Look Ahead review
Interim City Administrator John Karns reviewed items on the Look Ahead.
3. City Recorder/Treasurer Appointment Process
City Recorder Barbara Christensen explained advertisements were in the paper for two weeks that
resulted in three applications. If Council was satisfied with the applications received, they needed to
determine next steps for interviewing and the appointment process.
Council discussed appointing a City staff person living within the city limits to cover duties until Council
decided whether to keep the position elected or put it on a ballot to make it appointed. There was concern
that appointing an employee might go against the City Charter. If the public voted the position as
appointed, it would involve a decrease in pay. Another discussion on an appointed position was whether
the offer went directly to the Interim City Recorder or opened to the public. Staff would establish a job
classification with a pay range in the event the position changed to appointed instead of elected. Also
discussed were types of questions to ask the applicants and training.
Council would interview each candidate individually by April 22, 2017 and make a decision at the May 2,
2017 Council meeting.
4. Discussion of upcoming meetings regarding budget prioritization
Mayor Stromberg reviewed the Possible Additions to the 2017-19 Baseline Budget document with
Council. For item No. 3 Police Staffing Increase, Council did not want a utility surcharge tied
specifically to the Police Department. Council would discuss the matter at the following night's meeting.
The Parks and Recreation Department would not have additions this budget cycle.
Interim City Administrator John Karns addressed item No. 10 New Phone System, and explained the new
system would allow a higher volume of calls from the public during weather events and emergencies.
Currently, citizens often encountered busy signals during these events.
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City Council Study Session Meeting
April 3, 2017
Page 2 of 2
Mr. Karns confirmed the deadline for budget additions had passed. The Mayor and Mr. Karns would
prioritize the items by rating each one. They would also review citizen survey results in regards to the
budget items.
Assistant to the City Administrator Adam Hanks addressed replacing roofs with solar panels. There was
a state house bill that required a percentage of project costs to be renewable energy.
Councilor Darrow addressed the City Recorder's position and asked staff to review if there was adequate
or available staff that could fill in that position until an election occurred to either fill the Recorder's
position or propose a Charter amendment to make it appointed and not elected. She would email her
request to the Mayor and Mr. Karns who would research options.
ADJOURNMENT
Meeting adjourned at 6:20 p.m.
Respectfully submitted,
Dana Smith
Assistant to the City Recorder
City Council Business Meeting
April 4, 2017
Page 1 of 6
MINUTES FOR THE REGULAR MEETING
ASHLAND CITY COUNCIL
April 4, 2017
Council Chambers
1175 E. Main Street
CALL TO ORDER
Mayor Stromberg called the meeting to order at 7:01 p.m. in the Civic Center Council Chambers.
ROLL CALL
Councilor Slattery, Morris, Seffinger, and Darrow were present. Councilor Rosenthal arrived at 7:07 p.m.
Councilor Lemhouse was absent.
MAYOR'S ANNOUNCEMENTS - None
APPROVAL OF MINUTES
The minutes of the Study Session of March 20, 2017 and Executive Session of March 20, 2017 were approved
as presented. The minutes of the Business meeting of March 21, 2017 will be reviewed for a correction on
page 5, paragraph 2 to determine if "did not" needs to be removed from the discussion. The minutes will be
brought back at the next meeting for approval.
SPECIAL PRESENTATIONS & AWARDS
1. Results of the Downtown Business Survey
Dr. Eva Skuratowicz the director of the Southern Oregon University Source Research Center, Research Analyst
Rikki Pritzlaff, and Research Assistant Travis Moody shared survey results of the Downtown Businesses on
the ordinances adopted to address behavior issues in the downtown core.
• There was a 78% response rate to the survey.
• Nine geographical areas were created for analysis.
• Five questions were developed regarding the parameter of each business that would provide data for
future surveys.
Two of the five questions regarded smoking and vaping. The survey indicated that more than half the
responders noticed a decrease of smoking on sidewalks, but that there was a substantial increase of smoking
in side alleys and parking lots.
The question regarding solicitation of sidewalk diners, 71% reported that there had not been any changes in
diners being solicited. The question regarding the presence of uniformed officers, 37% reported that there had
been no change in presence, 32% reported they had seen an increase in the presence of uniformed officers.
The question regarding obstructing sidewalks, 45% reported no change and 25% reported a decrease in
obstruction.
Of the seven banks queried about ATM solicitation, four indicated a change. Two saw no changes and one
stated it was the worst year yet for ATM solicitations.
The final question "Specifically describe what you see as the difference, if any, in public behavior in the entire
downtown corridor when comparing the summer of 2016 to the summer of 2015. If applicable, give
examples." A total of 114 out of 146 provided responses.
• 20 businesses saw an overall improvement in downtown behavior.
• 13 businesses felt that, overall, there had been no change.
• 29 businesses commented that the lack of change in the downtown is because problematic
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City Council Business Meeting
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Page 2 of 6
behavior shifted from one part of the area to another.
• 19 businesses commented that the Pioneer/Lithia - Way/Will Dodge Way areas are
disproportionately impacted.
• 21 businesses commented that there are a variety of behaviors in the downtown area that have
become worse.
• 15 businesses commented on the prevalence of drug and alcohol use in public.
• 6 businesses commented that the ordinances were bad for business.
• 3 businesses commented on the concern they had for the plight of the people on the street.
The open-ended comments revealed a geographic shift where problematic downtown behavior occurs. The
trends identified by these comments can be used in conjunction with the geographic data to specify additional
solutions.
Mayor Stromberg agreed problems had shifted and that trying to control behavior often moved it somewhere
else. There are parts of the town that attracted more transients than local homeless. It was not necessarily bad
to displace. Displacing them farther out might not attract the people who cause the problems.
PUBLIC FORUM
Derek Pyle/1067 Emigrant Camp Ground/Stated that there had been a fifteen-year gap since he used to hang
out in the park and at that time there was no panhandling in the street. The past removal of a specific Police
Chief resulted in people being treated as criminals. The perception of transients had changed over the years
and he thought the City should track transient population annually. He did not support the Bike and Bait
program. He felt that transients will continue to come through this community and that there should be
solutions to where people can sleep and shower. He noted that Jackson County has the second highest rate of
unemployment and that there is a high level of poverty. He would like to see more solutions for those that
have a different lifestyle.
Huelz Gutcheon/2253 Hwy 99/Spoke on a sustainable future and the damage that is happening. Sustainability
was political. He encouraged innovation by municipalities through ordinances and regulations and supported
continued education for those in construction for zero net energy.
Pam Hammond/642 Van Sant Street/Explained the plastic bag ban ordinance negatively affected her shops.
Using props, she showed how customers had to decide on whether to purchase a bag or not for their purchases.
She stressed that they want to accommodate their customers and the bag ordinance makes it difficult. She
asked Council to review how the bag ordinance affected specialty retailers.
CONSENT AGENDA
1. Approval of minutes of boards, commissions, and committees
2. Liquor license application for Billy Harto dba Ostras! Tapas & Bottleshop
3. Approval of special procurement for Fire Department Personnel Uniforms
4. Approval of Mayor's appointments to ad hoc City Hall Committee
Councilor Rosenthal/Seffinger m/s to approve the Consent Agenda. Voice Vote: all AYES. Motion
passed.
PUBLIC HEARINGS - None
UNFINISHED BUSINESS
1. Approval of contract for Plaza tree enhancement project
City Attorney Dave Lohman explained Council discussed the matter at the March 6, 2017 Study Session and
directed him to bring back a contract with Solid Ground Landscaping to remove three existing trees and replace
them with larger trees.
City Council Business Meeting
April 4, 2017
Page 3 of 6
The Ashland Parks & Recreation Department and the Public Works Department negotiated the contract. Issues
were staking the trees, not having a large enough root ball for it to stand its own, having a warranty longer than
18 months, watering, and the possibility of subsurface soil damage. Solid Ground Landscaping would not be
responsible for any subsurface soil damage during tree removal.
Public Works Director Mike Faught explained subsurface soil damage was difficult to estimate. It would
depend on what happened when they removed the tree. Mr. Faught did not believe it would be overly
expensive. Mr. Lohman added Solid Ground Landscaping would repair any damaged pavers and the City
would be responsible for any subsurface soil damage. The contract clarified this as a City project and the
normal requirements associated with contracting to an outside entity did not apply.
Councilor Slattery/Seffinger m/s to authorize Interim City Administrator Karns to execute the proposed
contract with Solid Ground Landscaping, Inc. along with any additional changes the Interim City
Administrator deems necessary to reach consensus with the contractor and sufficiently protect the City's
interests. DISCUSSION: Councilor Slattery stated that this is a good project and a nice moment where
citizens stepped forward. Councilor Seffinger commented it would resolve some of the public concerns and be
a healing experience. Roll Call Vote: Councilor Rosenthal, Morris, Slattery, Seffinger, and Darrow, YES.
Motion passed.
NEW AND MISCELLANEOUS BUSINESS
1. Independent Way right-of-way acquisition from Shree Jalaram
Public Works Director Mike Faught explained Council had approved the purchase of the right of way from
IPCO Development to construct a new road between Tolman Creek Road and Washington Street. This was
the last acquisition to complete the road. It would provide relief to Washington Street and Ashland Street/Hwy
66 intersection deficiencies. The project was in the budget and construction would start in August.
Councilor Darrow/Morris m/s move approval of the acquisition of road right of way from Shree Jalaram
Hospitality, LLC in the amount of $5.49 per square foot for the Independent Way road project and
authorize the City Administrator to sign all documents necessary to complete the transaction.
DISCUSSION: Councilor Morris commented that this was long overdue. Councilor Seffinger noted the
safety issues with Washington Street. Roll Call Vote: Councilor Seffinger, Morris, Rosenthal, Darrow,
and Slattery, YES. Motion passed.
2. Police staffing presentation
Police Chief Tighe O'Meara explained the increased staffing would get staff back to where they needed to be
20 years ago. He provided examples of incidences that resulted in assistance from Talent, Phoenix, and
Jackson County. The City could not assume these agencies would always be available to help.
The Department would add one full-time employee (FTE) to each of the four patrol teams and restore the
School Resource Officer (SRO). This would greatly enhance the ability to respond to incidents. There were
times when only one officer was available to patrol the entire city.
This was the beginning of a long-term Strategic Plan for the Police Department. Chief O'Meara confirmed
that adding five additional officers would increase safety significantly in the community. He thought thirty-
eight FTE officers was ideal and would provide more engagement with community members. Staff would
review the number of FTE officers as the population increased. Analyzing statistics would help in determining
the number of officers needed in the future.
Council directed staff to provide funding options at a future Council meeting understanding no action would
occur until after July 1, 2017.
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City Council Business Meeting
April 4, 2017
Page 4 of 6
ORDINANCES, RESOLUTIONS AND CONTRACTS
1. Approval of first reading by title only of an ordinance titled, "An ordinance amending AMC 9.30.020
to extend the current smoking ban to include 175 Lithia Way and any space within 20 feet of
pathways for smoke to enter places of employment or enclosed spaces open to the public" and move
on to second reading
City Attorney Dave Lohman corrected the address from 175 Lithia Way to 130 North Pioneer Street. The
ordinance would expand the smoking ban in the Enhanced Law Enforcement Area (ELEA) to include the
parking lot on Pioneer and Lithia Way. He clarified State Law as it pertained to smoking buffers. He noted a
change in the proposed ordinance that should read "outdoor dining area" in Section 9.30.020 B.
De, 43 0,
Police Chief Tighe O'Meara received many complaints from businesses on Will Way that the 10-foot
rule was inadequate. Changing the distance to 20-feet would help alleviate the problem. Staff included the
parking lot due to people occupying parking spaces preventing others from parking. He did not recommend
expanding the smoking ban throughout Will Dodge Way. It would create issues for bar owners and patrons.
Mr. Lohman reminded Council they are had purposely allowed smoking in alleys and parking lots to
accommodate business employees, visitors, and citizens.
Roy Laird/419 Willow Street/Co-owner of Ashland Book Exchange. The proposal was a good start and
agreed it should not include Will Dodge Way. He thought the bar scene had improved and smokers should not
be treated as criminals. The past two years was difficult due to the negative behavior of a small group. The
Stop and Shop Market had cleaned up the area in front of their store. However, he did not think the smoking
ban would work on the corner of Pioneer Street and Lithia Way and that people would continue to smoke.
Councilor Seffinger noted the incident in early March when groups of schoolchildren were harassed as they
got off their bus. This was an aggression issue and many women were afraid to go into this area. The ordinance
would help but not solve the situation. It would only move the problem to another area. She encouraged
citizens to become more active and work with the police by calling people on their behavior and holding them
accountable. This was a behavior issue, not a homeless issue. There had to be non-policing solutions for those
that needed and wanted help.
Derek Pyle/1067 Emigrant Camp Ground/Shared his feelings on banning smoking and noted there were
many different kinds of community. Increasing laws in one area would just move the issues to another location.
Councilor Seffinger/Morris m/s to approve First Reading by title only of an ordinance titled, "An
Ordinance Amending AMC 9.30.020 to extend the current smoking ban to include 130 North Pioneer
Street and any space within 20 feet of pathways for smoke to enter places of employment or enclosed
spaces open to the public" and move the ordinance on to Second Reading.
DISCUSSION: Councilor Seffinger stated the parking lot had become a gathering place where bad behaviors
and aggressive panhandling occurred. People did not want to park there for fear their car might be marked if
they refused to give money. Councilor Morris shared a similar experience with property in the south end of
town. The issues were the norms of behavior and respect. This was a different understanding of those norms.
He would support the ordinance but was not sure it would work.
Councilor Rosenthal/Seffinger m/s to suspend the rules. Voice Vote: all AYES. Motion passed.
Staff confirmed there was signage regarding smoking but nothing that narrated the rules. The Police
Department would launch a two-person team that would provide enhanced enforcement in problem areas.
Education would occur first. Mr. Lohman would add language that clarified distance for second reading. Chief
O'Meara confirmed outside dinning did not allow smoking. Bar patrons on Will Dodge Way could smoke in
the alley in adherence to the distance rules.
Mayor Stromberg reinstated Council rules.
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City Council Business Meeting
April 4, 2017
Page 5 of 6
Councilor Slattery explained Council was obligated to make the downtown area safe and inviting to everyone.
This was not about people who looked different or respectively panhandled. It was about people who did not
take care of their surroundings. He noted the concessions Council had made for smokers, their obligation to
the community and the potential to expand the ban further. Councilor Seffinger added that smoking was also
an environmental issue. The ban helped protect the environment. Roll Call Vote: Councilor Slattery,
Darrow, Seffinger, Morris, and Rosenthal, YES. Motion passed.
2. Approval of first reading by title only of an ordinance titled, "An ordinance amending Chapter 11.26
to limit the use of public parking lots for purposes other than parking vehicles" and move onto
second reading
City Attorney Dave Lohman explained the proposed ordinance would keep public property designated for a
particular use from being appropriated by individuals for their own use to the exclusion of others. It would
apply to all City owned public parking lots. Police Chief Tighe O'Meara added the Police Department received
many complaints regarding behavior at the 130 North Pioneer Street parking lot. Currently, police could use
the state statute called Disorderly Conduct in the Second Degree regarding impeding vehicular traffic in a
public right of way. It involved a complainant asking someone occupying space in a parking place to move
and that person refusing. Typically, the complainant ended up parking elsewhere. The ordinance would help
the Police enforce it in an even-handed manner. People could obtain special event permits to use the parking
lot space for events.
Councilor Rosenthal/Slattery m/s to approve First Reading of ordinance titled, "An ordinance amending
Chapter 11.26 to limit the use of public parking lots for purposes other than parking vehicles" and move
onto Second Reading. DISCUSSION: Councilor Rosenthal thought this was a practical matter. The
Downtown Parking and Circulation Committee spent three years quantifying parking needs in Ashland. The
ordinance addressed the issues, was reasonable, and practical. Roll Call Vote: Councilor Slattery,
Rosenthal, Morris, Darrow, and Seffinger, YES. Motion passed.
3. Approval of first reading by title only of an ordinance titled, "An ordinance amending Chapter
10.120.010 to include City of Ashland's 175 Lithia Way parking lot within the Enhanced Law
Enforcement Area" and move on to second reading
City Attorney Dave Lohman corrected the address from 175 Lithia Way to 130 North Pioneer Street. The
Enhanced Law Enforcement Area (ELEA) covered the following violations:
• Scattering rubbish.
• Excessive noise.
• Uncontrolled dogs.
• Alcohol consumption and open containers.
• Smoking marijuana.
These violations were misdemeanors punishable by expulsion from specified areas in the city. It applied to
people convicted of violating these ordinances, committing felonies, or misdemeanors in that area three or
more times in a six-month period. There were repeated violations of these types of behavior in the parking lot.
Citations did not deter the misbehavior. The ordinance would expand the enhanced law enforcement area to
include the parking lot. Will Dodge Way was already included in the ELEA. Mr. Lohman noted a mapping
error in the map that would come back for second reading corrected.
Councilor Slattery/Seffinger m/s to approve First Reading of an ordinance titled, "An ordinance
amending Chapter 10.120.010 to include City of Ashland's 130 North Pioneer Street parking lot within
the Enhanced Law Enforcement Area" and move on to Second Reading.
DISCUSSION: Councilor Slattery supported increasing the ELEA. Councilor Seffinger added it would make
a difference to those not deterred by receiving a citation.
Councilor Slattery/Morris m/s to suspend the rules. Voice Vote: all AYES. Motion passed.
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City Council Business Meeting
April 4, 2017
Page 6 of 6
Police Chief Tighe O'Meara estimated that 20 to 30 individuals were expelled under the ELEA ordinance over
the past three years. People expelled were trespassed from the downtown area unless they were going work,
church, or seeking employment.
Mayor Stromberg reinstated Council rules.
Roll Call Vote: Councilor Darrow, Slattery, Seffinger, Rosenthal, and Morris, YES. Motion passed.
OTHER BUSINESS FROM COUNCIL MEMBERS/REPORTS FROM COUNCIL LIAISONS
Councilor Slattery wanted a discussion regarding the plastic bag ban added to a future Study Session. He
announced it was Equal Pay Day, explained this was the day women had to work in order to make the same
amount men made in one year. He hoped that would change.
Councilor Morris noted Mr. Laird's testimony and wanted to add a discussion to a future Study Session on
outreach for the people congregating in the 130 North Pioneer Street parking lot.
Councilor Seffinger met with the Ashland Resource Center and Ashland Culture of Peace Commission who
were looking into ways to incorporate a sense of peace in the community.
Councilor Rosenthal explained members of the Climate Energy Action Plan ad hoc Committee wanted to meet
informally but needed the Mayor to make a statement and end the committee officially. Mayor Stromberg
announced the official work of the Climate Energy Action Plan ad hoc Committee was completed and former
members were free to meet without public meeting law consequences.
Councilor Darrow also met with the Ashland Culture of Peace Commission regarding their communication
circles and efforts to bring unhoused people back into the community. She appreciated Mr. Pyle's comments
that treating people like criminals made them act like criminals. She wanted other ways to deal with these
people in addition to the ordinances.
Mayor Stromberg recommended that people view a recent Town Hall interview with Peter Buckley and his
work with trauma informed research that built resiliency, and self-efficiency.
Councilor Rosenthal shared his experiences traveling with eleven Little League players to Guanajuato Mexico.
The Guanajuato players would come to Ashland July 2018.
ADJOURNMENT OF BUSINESS MEETING
Meeting adjourned at 9:11 p.m.
Dana Smith, Assistant to the City Recorder John Stromberg, Mayor
City Council Business Meeting
April 4, 2017
Page 6 of 6
Police Chief Tighe O'Meara estimated that 20 to 30 individuals were expelled under the ELEA ordinance over
the past three years. People expelled were trespassed from the downtown area unless they were going work,
church, or seeking employment.
Mayor Stromberg reinstated Council rules.
Roll Call Vote: Councilor Darrow, Slattery, Seffinger, Rosenthal, and Morris, YES. Motion passed.
OTHER BUSINESS FROM COUNCIL MEMBERS/REPORTS FROM COUNCIL LIAISONS
Councilor Slattery wanted a discussion regarding the plastic bag ban added to a future Study Session. He
announced it was Equal Pay Day, explained this was the day women had to work in order to make the same
amount men made in one year. He hoped that would change.
Councilor Morris noted Mr. Laird's testimony and wanted to add a discussion to a future Study Session on
outreach for the people congregating in the 130 North Pioneer Street parking lot.
Councilor Seffinger met with the Ashland Resource Center and Ashland Culture of Peace Commission who
were looking into ways to incorporate a sense of peace in the community.
Councilor Rosenthal explained members of the Climate Energy Action Plan ad hoc Committee wanted to meet
informally but needed the Mayor to make a statement and end the committee officially. Mayor Stromberg
announced the official work of the Climate Energy Action Plan ad hoc Committee was completed and former
members were free to meet without public meeting law consequences.
Councilor Darrow also met with the Ashland Culture of Peace Commission regarding their communication
circles and efforts to bring unhoused people back into the community. She appreciated Mr. Pyle's comments
that treating people like criminals made them act like criminals. She wanted other ways to deal with these
people in addition to the ordinances.
Mayor Stromberg recommended that people view a recent Town Hall interview with Peter Buckley and his
work with trauma informed research that built resiliency, and self-efficiency.
Councilor Rosenthal shared his experiences traveling with eleven Little League players to Guanajuato Mexico.
The Guanajuato players would come to Ashland July 2018.
ADJOURNMENT OF BUSINESS MEETING
Meeting adjourned at 9:11 p.m.
Dana Smith, Assista to the City Recorder o n Stro berg, Mayor
PROCLAMATION
r
• Historic preservation is an effective tool for managing growth, revitalizing
neighborhoods, fostering local pride and maintaining community character while
00 enhancing livability. )
The historic houses and buildings of Ashland help make our City unique and
t
provide links with aspirations and attainment of the City's pioneers and their
descendants. f
00
• These fine examples of Nineteenth and Twentieth century buildings contribute to an
appreciation of our heritage. • Historic preservation is relevant for communities across the nation, both urban and
~0 0b rural, and for Americans of all ages, all walks of life and all ethnic backgrounds. ) (~~°1
• It is important to celebrate the role of history in our lives and the contributions made
by dedicated individuals in helping to preserve the tangible aspects of the heritage
that has shaped us as a people. )
• National Historic Preservation Month is in May. Ashland has selected May 14 - 20,
as Historic Preservation Week. Ashland's celebrations are co-sponsored by the City
° of Ashland's Historic Commission and the National Trust for Historic Preservation. -0°
NOW, THEREFORE, the City Council and Mayor, on behalf of the citizens of
Ashland, do proclaim May 2017, as
00~ "National Historic Preservation Month" ~
and call upon the people of the City of Ashland to join their fellow citizens across the
~00 United States in recognizing and participating in this special observance. aoo
Dated this 18th day of April, 2017 °
John Stromberg, Mayor
~ ~
cx00r~ c~00s~
Barbara Christensen, City Recorder
r
4
~ E ~ Ii 9
ASHLAND HISTORIC COMMISSION
Meeting Minutes
March 8, 2017
Community DevelopmentlEngineering Services Building - 51 Winburn Way - Siskiyou Room
CALL TO ORDER:
Commission Chair, Shostrom called the meeting to order at 6:02pm in the Siskiyou Room at the Community
Development and Engineering Offices located at 51 Winburn Way, Ashland OR 97520.
Commissioners Present: Council Liaison:
Shostrom
Skibby
Whitford Staff Present:
Giordano Mark Schexnayder; Staff Liaison
Swink Regan Trapp; Secretary
Von Chamfer
Leonard
Commissioners Absent: Emery (E)
APPROVAL OF MINUTES:
Whitford motioned to approve minutes from February 8, 2017. Swink seconded. Voice vote; All AYES. Motion
passed
PUBLIC FORUM:
There was no one in the audience wishing to speak.
COUNCIL LIAISON REPORT:
There has not been a Council Liaison appointed to the Commission as of yet.
PLANNING ACTION REVIEW
PLANNING ACTION: PA-2017-00235
SUBJECT PROPERTY: 114 Granite Street
APPLICANT/OWNER: Mardi Mastain
DESCRIPTION: A request for a Site Design Review to allow for the onsite relocation of the existing
historic dwelling unit and the addition of an accessory residential unit (ARU) to the subject property.
The proposal is to relocate the existing dwelling unit to the rear of the property and convert it to a
998 square foot ARU. In addition, the applicant proposes to construct a new 2,462 square foot
primary dwelling unit as part of the Site Design Review. A Physical & Environmental Constraints
Review permit is also requested for Hillside Lands affected by the proposed primary dwelling unit. In
addition, the applicant is requesting a Solar Setback Exception for a Standard B lot to allow a larger
shadow to be cast on the property to the north by the new primary dwelling unit/garage. There are
12 trees located on or adjacent to the site and two of these trees are proposed to be removed as
part of this application. A Variance to the maximum allowed lot coverage is requested, going from 45
percent to 48 percent, a three percent increase. An Exception to the Site Design and Standards is
requested to allow for a reduced landscaping buffer for vehicle parking spaces from eight to six feet
from the ARU and from five to three feet to the property line. COMPREHENSIVE PLAN
DESIGNATION: Single-Family Residential; ZONING: R-1-7.5; ASSESSOR'S MAP: 39 1 E 09 BC;
TAX LOT: 3401.
i
Giordano, Von Chamier, Shostrom, and Skibby stated that they have had dealings with the applicant over the
years but it would not affect their decision making on this project.
Schexnayder gave the staff report for PA-2017-00235.
Shostrom opened the public hearing to the applicants.
Amy Gunter, Rogue Planning and Development, 1424 S. Ivy Street, Medford and Mardi Mastain,
applicant, residing at 114 Granite Street in Ashland presented their project to the Commission, The
project is a Physical and Environmental Constraints Review for the construction of a new single
family residential home. The existing bungalow on site will be relocated to an area on the lower
portion of the parcel, to the east of its present location. The bungalow will become an Accessory
Residential Unit to the new residence.
Shostrom closed the public hearing and opened to the Commission for comments.
Whitford motioned to approve PA-2017-00235 with below recommendations. Leonard seconded.
Voice vote; All AYES. Motion passed.
1. Siding should be 9/16 with a 4 inch exposure (Smooth Hardiplank)
2. Vinyl windows should be off-white in color (divided lights should be true or none used).
PLANNING ACTION: PA-2017-00267
SUBJECT PROPERTY: 15-35 South Pioneer Street
OWNER/APPLICANT: City of Ashland/Oregon Shakespeare Festival
DESCRIPTION: A request for Site Design Review approval to construct a trellis structure to provide shade
and shelter for the Green Show stage on the Bricks area of the Oregon Shakespeare Festival's downtown
campus at 15-35 South Pioneer Street. COMPREHENSIVE PLAN DESIGNATION: Commercial Downtown;
ZONING: C-1-D; ASSESSOR'S MAP & TAX LOT: 39 1 E 09 Tax Lot #100; 39 1 E 09BB Tax Lots #14200
and #14300;
There was no conflict of interest or ex-parte contact indicated by the Commission.
Schexnayder gave the staff report for PA-2017-00267.
Shostrom opened the public hearing to the applicants.
Applicants present were:
Ted Delong, General Manager of Oregon Shakespeare Festival, 15 S. Pioneer, Ashland OR.
Joe Swank, Hacker Architects, 733 SW Oak St. Portland OR.
Chelsea McCann, Walker Macy, 111 SW Oak Suite 200 Portland OR.
The applicants presented their project to the Commission. The project is the construction of a garden
trellis over the Green Show Stage in order to provide shade and shelter in the existing Bricks
courtyard. The modifications are associated with the broader on-going accessibility improvements to
the Angus Bowmer Theatre and surrounding courtyard.
Shostrom closed the public hearing and opened to the Commission for comments.
Giordano motioned to approve PA-2017-00267 as presented. Skibby seconded. Voice vote; All AYES.
Motion passed.
PLANNING ACTION: PA-2017-00325
SUBJECT PROPERTY: 746 C Street
OWNER / APPLICANT: Philip and Micaila Gahr
DESCRIPTION: A request for Site Design Review and a Conditional Use Permit (CUP) to allow for
the conversion (and expansion) of an existing garaged into habitable living space to be used as an
Accessory Travelers' Accommodation. This request would approve the future conversion of the
newly created living space into a formal second dwelling unit upon the discontinuation of the
conditional use. COMPREHENSIVE PLAN DESIGNATION: Multi-family Residential; ZONING: R-2;
ASSESSOR'S MAP: 391 E09AC; TAX LOT: 8700.
There was no conflict of interest or ex-parte contact indicated by the Commission.
Schexnayder gave the staff report for PA-2017-00325.
There was no applicant present.
Both Leonard and Skibby indicated that the plans were completely different than what the review
board had seen prior to submitting for the Planning Action.
Shostrom closed the public hearing and opened to the Commission for comments.
Shostrom motioned to continue PA-2017-00325 with recommendations. Von Chamier seconded. Voice
vote; All AYES. Motion passed.
1. Include more historic details and information regarding color, dimension, and type of windows, siding,
paint, trim.
2. More specifically, Exterior elevations of all proposed buildings, drawn to scale of one inch equals ten
feet or greater; such plans shall indicate the material, color, texture, shape, and design features of the
building, and include mechanical devices not fully enclosed in the building (AMC 18.5.2.040.B.4.a).
DISCUSSION ITEMS:
A woman who had been visiting the planning department and asking some questions regarding a property on
Dewey Street approached the table. She stated that she was looking at this property to buy and wanted to
know some information regarding financial feasibility before she buys it. She was curious what it would take
to save it and wanted some advice. Schexnayder stated that this wasn't the appropriate venue for this type
of advice and encouraged her to come to a Historic Review Board meeting on a Thursday. She went on to
say that Thursdays are not convenient for her schedule. Shostrom agreed to meet with her on site the
following day.
COMMISSION ITEMS NOT ON AGENDA:
There were no items to discuss.
NEW ITEMS:
• Review board schedule.
• Project assignments for planning actions.
• Presentation to the City Council in April,
o Schexnayder gave an overview of the presentation to be given to the Council and went on to
say that he still needs someone to speak. The Commissioners will think on this and make a
decision at the April meeting.
• HPW - Event schedule & Nominations list review.
o The Commissioners discussed the nominations and divided amongst one another to do site
visits at each property. During the April meeting they will decide the finalists.
i
OLD BUSINESS:
Skibby stated that in the past he has received a $100.00 per year allowance from the Historic Commission
for the printing of his photos. All Commissioners were in agreement that Skibby should receive the
allowance this year. Schexnayder and Trapp will look into this and get back to Skibby.
Review Board Schedule
March 9th Terry, Keith, Tom
March 16th Terry, Sam, Taylor
March 23rd Terry, Taylor, Bill
March 30th Terry, Piper, Bill
April 6th Terry, Keith, Dale
Project Assignments for Planning Actions
PA-2014-00710 143 Nutley Swink & Whitford
PA-2014-02206 485 A Street Whitford
PA-2015-00878 35 S. Pioneer Leonard
PA-2015-01695 399 Beach Skibby
PA-2015-01517 209 Oak Shostrom
PA-2016-00387 95 N. Main Shostrom
PA-2016-00209 25 N. Main Giordano
PA-2016-00818 175 Pioneer Shostrom & Skibby
PA-2016-00847 252 B Street Whitford
PA-2016-01027 276 B Street Shostrom & Leonard
PA-2016-01641 221 Oak Street Shostrom
PA-2016-01947 549 Fairview Emery
PA-2016-02103 133 Alida Swink
PA-2016-02095 563 Rock St. Whitford
PA-2016-02114 556 B Von Chamier
PA-2017-00013 15, 35, 44 & 51 S. Pioneer Street ALL
PA-2017-00235 114 Granite Leonard
PA-2017-00267 15 - 35 S. Pioneer ALL
ANNOUNCEMENTS & INFORMATIONAL ITEMS:
Next meeting is scheduled April 5, 2017 at 6:00 pm
There being no other items to discuss, the meeting adjourned at 8:00pm
Respectfully submitted by Regan Trapp
CITY OF
-ASH LAN D
ASHLAND PLANNING COMMISSION
SPECIAL MEETING
MINUTES
FEBRUARY 28, 2017
CALL TO ORDER
Chair Melanie Mindlin called the meeting to order at 7:00 p.m. in the Civic Center Council Chambers, 1175 East Main
Street.
Commissioners Present: Staff Present:
Troy J. Brown, Jr. Bill Molnar, Community Development Director
Michael Dawkins Brandon Goldman, Senior Planner
Debbie Miller April Lucas, Administrative Supervisor
Melanie Mindlin
Haywood Norton
Lynn Thompson
Absent Members: Council Liaison:
Roger Pearce Greg Lemhouse, absent
ANNOUNCEMENTS/AD HOC COMMITTEE UPDATES
Community Development Director Bill Molnar announced the Planning Commission's decision on the Rogue Credit
Union application has been appealed to the City Council. He also provided a brief update on the Housing Element
update and stated staff was in need of volunteers to host tables at the March 8, 2017 forum.
Commissioner Mindlin announced the wildfire working group is continuing to meet and they are working with consultants
who are providing technical assistance.
PUBLIC FORUM
Huelz Gutcheon/2253 Highway 99/Commented on new technology available in heat pumps that allow them to run on
solar power
TYPE II PUBLIC HEARINGS
A. PLANNING ACTION: PA-2016-02103
SUBJECT PROPERTY: 133 Alida Street
OWNER/APPLICANT: Mike and Karen Mallory, trustees for the Mallory Revocable Trust
DESCRIPTION: The Planning Commission will consider an appeal of the Staff Advisor's approval of a Site
Design Review permit to construct a 417 square foot Accessory Residential Unit for the property located at
133 Alida Street. The application includes requests for Exception to the Site Development and Design
Standards for the placement and screening of parking relative to the Accessory Residential Unit. (The
appeal request focuses on the determination of Alida Street as the front lot line, the effect this
determination had upon required setbacks, and the resultant impact to the neighboring property at 145
Alida Street.) COMPREHENSIVE PLAN DESIGNATION: Low Density Multi-Family Residential; ZONING: R-2;
ASSESSOR'S MAP: 391 E 09DA; TAX LOT 3300.
Commissioner Mindlin read aloud the public hearing procedures for land use hearings.
Ex Parte Contact
No ex parte contact was reported. Commissioner Miller noted she was not present at the last meeting but has reviewed
the record, watched the video, and is able to participate.
Ashland Planning Commission
February 28. 2097
Page 9 of 4
i
Questions of Staff
Staff was asked to comment on the appellant's claim that there was a procedural error made by staff and a variance was
needed to change the setbacks. Mr. Molnar noted this was addressed in the staff report. He explained staff made a
determination about the front yard based on the definition listed in the code, which states it shall be the narrower
frontage unless there are topographical or access issues. He stated this is a discretionary decision and this provision has
been in the code for a very long time, Mr. Molnar explained access does not always apply to vehicular and topographical
but also applies to the arrangement of natural and man-made structures. He added that staff disagrees with the claim
that this determination required a variance.
Staff was asked how common it is to accept these legal, nonconforming features (such as the front lot line) when
construction predates the regulations. Mr. Molnar stated it is very common in a town of this age to have nonconformities.
He added a determination on corner lots does not come up very often and there is no established precedent.
Staff was asked if the front lot line determination defaults to the address. Mr. Molnar stated the determination is based on
the definition which states the narrower of the two frontages unless there are access or topographical issues,
Deliberations and Decision
Commissioner Thompson stated she reviewed the code carefully and believes the appellant's made some good
arguments, however the lot is nonconforming in several ways. She stated if Blaine Street is the front than the whole
property is oriented wrong, but if Alida is the front than the lot is not deep enough under the existing rules. For purposes
of defining the setbacks she recommended they determine the frame of reference. Thompson remarked that it does not
make sense for a house that is clearly oriented to the long frontage to all of a sudden apply rules as if it were oriented
another way than it is. She gave her opinion that it makes the most sense to state this is historical nonconformity where
the front lot line is the longer frontage (that is how the access and topography are structured) and to deal with this as the
status quo.
Commission Brown commented that the property next door is also nonconforming and was built too close to the property
line. He stated these were built at a different time with a different set of rules, but had the neighboring property met the
setbacks this application would not be in question.
Commissioner Norton commented on how rear and side yards are used and stated this application works best as it is
proposed. He stated this functions better as a sideyard which will not have as much active use that would impact the
adjacent lot.
Commissioners Thompson/Dawkins m/s to approve PA-2016-02103 and deny the appeal. DISCUSSION:
Commissioner Dawkins stated he sympathizes with the appellant but stated there area lot of nonconforming buildings
around town and those were built under different regulations than what the code says now. Commissioner Miller voiced
her concern over these types of neighborhood disputes, Commission Mindlin commented that she does not believe staff
made any errors, that side yard to side yard makes more sense, and making it a backyard could make it even more
impactful to the neighbor. Roll Call Vote: Commissioners Brown, Dawkins, Miller, Norton, Thompson, and Mindlin,
YES. Motion passed 6-0.
DISCUSSION ITEMS
A. Cottage Housing Standards
Senior Planner Brandon Goldman stated a number of the changes have been made to the draft ordinance since it was
last reviewed by the commission. He explained a draft was presented to the Housing & Human Services Commission
and they had the following issues, some of which have already been remedied: 1) they were concerned about a
mechanism to ensure affordability, 2) they were concerned over design restrictions, building setbacks, and the difficultly
in locating buildings, parking, and landscaping which could impede development, and 3) they were concerned about the
recommendation to reduce the maximum number of units of a cottage development from 16 to 12.
Ashland Planning Commission
February 28. 2017
Page 2 of 4
i
Mr. Goldman presented an overview of the changes to the draft ordinance, which include:
• A minimum of 3 cottage housing units and a maximum of 12,
• A floor area ratio of .35 with exemptions for common buildings,
• The height has been amended to set a maximum of 18' with a ridgeline no greater than 25', and the 1 '/2 story
limitation has been removed.
• Lot coverage remains consistent with the underlying zone; 50% for R-1-5 zone and 45% for R-1-7.5. However
the draft includes a greater allowance for lot coverage of pervious materials.
• Setbacks have been reduced to 6 ft. between buildings, with the exception that setbacks along the perimeter of
the development will meet the requirements of the zone.
• Cottage developments would be exempt from the solar ordinance in cases where the shadows cast from
buildings within the development are entirely within the parent parcel.
• The 20% open space requirement is retained but allows for the open space to be divided into multiple common
open spaces provided they are interconnected and accessible to all residents of the development,
• Cottage design considerations have been stricken from the draft ordinance with exception to the street
orientation and pedestrian connections to the neighborhood.
• The parking requirements have been modified to use the existing multi-family parking standards.
• The draft now clearly states that porches, patios, gardens, and private yards all count as private outdoor space.
Public Input
Mark Knox/Stated staff has done a really good job with the ordinance and it is exciting to see this. Mr. Knox voiced his
appreciation for the commission recognizing issues in the community regarding affordable housing, but also being
respectful of single family neighborhoods, market issues, developer concerns, and the livability for the end user. He
recommended language for an exception process be added and to not make it a variance. He stated garage space is a
livability issue for many people and they should allow single car garages. He added the houses would need to stay small
and the garage should count towards their overall floor area ratio. Regarding solar, Mr. Knox recommended the
ordinance require developers to identify solar reserve areas. He commented on open space and suggested wetland
could towards this requirement. He added developments should embrace the wetland feature and make it part of the
project instead of turning their backs to the wetland space.
Carlos Delgado/Voiced his appreciation for the level of work going into this ordinance. Mr. Delgado stated there is not a
lot of vacant lot inventory in Ashland and supports incorporating these developments on lots with existing structures. He
agreed with the change to remove the 1 %2 story height limitation and agreed with Mr. Knox about wetlands and open
space. He voiced support for a minimum of 3 units but voiced caution about allowing large garages. He stated these
would likely be used as storage and could create a policing issue for the City, and suggested carports be used instead.
Commission Discussion
The commission held discussion on the individual components of the draft ordinance, shared their opinions, and
received clarification on their questions from staff. In summary:
1) The commission agreed the size of cottage developments should be 3-12 units.
2) The commission agreed with removing the 1 '/2 story language and setting a maximum height of 18 ft. with a 25
ft. ridgeline.
3) Support was voiced for a 6 ft, minimum setback between cottages instead of 10 ft.
4) Support was voiced for retaining the 20% requirement for open space and keeping the minimum dimension at
20 ft., but allowing for multiple spaces if there is good justification.
5) The commission agreed with using the multi-family parking standards for cottage housing developments.
6) No concerns were raised regarding the language proposed for private outdoor areas.
7) Consensus was reached to have an 8 ft. dimensional requirement for private outdoor areas,
8) Consensus was reached to allow carports and one car garages, but garages would count towards the FAR.
Ashland Planning Commission
February 28. 2017
Page 3 of 4
i
Mr. Goldman noted the next step in this process will be contracting with a professional to create sample site plans and
show how developments could be arranged to meet the requirements. Recommendation was made that the contractor
use real properties in Ashland, but to not identify the location.
ADJOURNMENT
Meeting adjourned at 9:15 p.m.
Submitted by,
April Lucas, Administrative Supervisor
Ashland Planning Commission
February 28. 2017
Page 4 of 4
i
CITY OF
-ASH LAN D
ASHLAND PLANNING COMMISSION
REGULAR MEETING
MINUTES
MARCH 14, 2017
CALL TO ORDER
Chair Melanie Mindlin called the meeting to order at 7:00 p.m. in the Civic Center Council Chambers, 1175 East Main
Street.
Commissioners Present: Staff Present:
Troy J. Brown, Jr. Bill Molnar, Community Development Director
Michael Dawkins Derek Severson, Senior Planner
Debbie Miller April Lucas, Administrative Supervisor
Melanie Mindlin
Haywood Norton
Roger Pearce
Lynn Thompson
Absent Members: Council Liaison:
None Greg Lemhouse, absent
ANNOUNCEMENTS/AD HOC COMMITTEE UPDATES
Community Development Director Bill Molnar announced the Rogue Credit Union appeal will be heard at the March 21,
2017 City Council meeting, he thanked Commissioners Thompson, Brown, and Norton for volunteering to be facilitators
at the Housing Forum, and briefed the group on the recent Community Development Department Stakeholders meeting.
CONSENT AGENDA
A. Approval of Minutes.
1. February 14, 2017 Regular Meeting.
Commissioners Thompson/Brown m/s to approve the Consent Agenda. Voice Vote: all AYES. [Commissioner
Miller abstained] Motion passed 6-0.
PUBLIC FORUM
No one came forward to speak.
UNFINISHED BUSINESS
A. Adoption of Findings for PA-2016-02103, 133 Alida Street.
Commissioners Miller/Norton m/s to approve the Findings for PA-2016-02103,133 Alida. Voice Vote: all AYES.
[Commissioner Pearce abstained] Motion passed 6-0.
TYPE II PUBLIC HEARINGS
A. PLANNING ACTION: PA-2017-00016
SUBJECT PROPERTY: 474 Russell Street
OWNER/APPLICANT: Laz Ayala/Meadowbrook Builders LLC
DESCRIPTION: A request for Conditional Use Permit approval to allow the four second-story residential
units in "Building A" at 474 Russell Street to be used for short-term corporate rental housing. This is
considered a hotel/motel use because the rental period may be for less than 30 days at a time. The
Ashland Planning Commission
March 14. 2017
Page 1 of 4
i
proposal is to accommodate new employees hired by local or regional businesses during their relocation
period and would also house traveling professionals who work locally on a short-term contract basis. (The
two buildings on the property previously received Site Design Review approval as Planning Action #2015-
01284, and are under construction now. There area total often second floor residential units between the
two buildings, and the six units in Building B are to remain standard residential units.)
COMPREHENSIVE PLAN DESIGNATION: Employment; ZONING: E-1; ASSESSOR'S MAP: 391E 09AA; TAX
LOTS: 2805.
Commissioner Mindlin read aloud the public hearing procedures for land use hearings.
Ex Parte Contact
Commissioners Thompson and Miller declared site visits; no ex parte contact was reported.
Staff Report
Senior Planner Derek Severson reviewed the project area and explained the application is for a conditional use permit to
allow four of the second story units in Building A to be used as short term corporate rental housing. Mr. Severson
explained in the E-1 zone this is considered a hotel/motel use, however this would not be a traditional hotel. He noted
the two buildings are currently under construction and a total of 10 second floor units will be built between the two
buildings. Mr. Severson noted Russell Drive and the Mountain Creek corridor act as a buffer between the buildings and
the residential neighborhood and stated the main consideration in this action is whether the proposal will have no greater
adverse impact on the livability of the impact area when compared to the target use of the zone, which in this case is a
14,000 sq.ft, office building. Mr, Severson listed the issues raised during the comment period which included generation
of traffic, impact to neighborhood character, and impacts on housing and affordable housing; and listed the applicant's
argument in favor which stated the proposal is limited to 4 of the 10 units, the proposal would generate fewer trips than
the E-1 target use, and the nature of tenants is much different than that of a hotel/motel with an average stay being 1-6
months, Mr. Severson concluded his presentation and stated staff is recommending approval with the proposed
conditions, which includes a requirement for a contact person to be listed in case concerns arise from the neighbors.
Questions of Staff
Mr. Severson clarified in the E-1 zone the ground floor has to be at least 65% non-residential and there are no
restrictions on the upper floors.
Staff was asked whether the ownership of these units could be sold to another party who would run it as a traditional
hotel/motel. Mr. Severson stated the Commission has the ability to add a condition that would require the new owners to
come back and re-apply and agree to the same conditions. He added with commercial conditional use permits the city
has typically not required this.
Applicant's Presentation
Mark Knox/604 Fair Oaks Ct/Mr. Knox stated the staff report clearly lays out what they are proposing. He commented
that this proposal is not a hotel, motel, or travel accommodation and does not cater to tourists. He stated corporate
housing does not compete with hotel accommodations or standard residential rentals, as this type of renter typically
stays for several weeks or months, and are generally individual tenants. Mr. Knox stated corporate housing has less
impacts than a hotel/motel in that there are significantly less trips generated and there is a lower parking requirement. He
acknowledged the neighborhood concerns but stated the railroad property, which is 20 acres in size, will generate a
significant amount of trips when built out, and while they live in a residential zone it is next to one of the most important
employment zones in the city.
Laz Ayala/604 Fair Oaks Ct/Mr, Ayala acknowledged the neighbors' concerns but stated it is important to understand
what this is, and what it is not. He commented on the lifestyle of a typical renter and stated the impact of the occupants
will be significantly less than a traditional rental or a hotel/motel unit. Mr. Ayala noted the need for this type of
accommodation in our community and stated this industry plays an important part in economic development. He stated
he has been in this industry for 12 years and has 12 units in Medford and Jacksonville. He added most renters are in the
Ashland Planning Commission
March 94. 2097
Page 2 of 4
medical field and generally stay between 3-6 months although they have had some stays as long as a year. Mr. Ayala
stated a hotel room does not meet their needs and it is extremely difficult to rent an unfurnished unit for less than a year,
much less a furnished rental. He stated this application meets the criteria and the impacts are less than the target use of
the zone or a conventional rental unit. He added corporate housing is permitted without a CUP, but they would like the
ability to assist people if they are needing to stay for less than 30 days.
Mr. Knox stated they have no issue with the conditions of approval recommended by staff and clarified they are not
proposing any signage. Mr. Ayala added what they have done on his other units is a discreet decal on the window or
door, but no signs.
Commissioner Questions
The applicants were asked whether they would be open to a 2-week minimum stay. Mr. Ayala stated this would defeat
the intent of the application and the flexibility they are looking for. He added if they violate the intent of this approval the
city has the ability to void that approval.
Staff was asked how the collection of transient occupancy taxes would work. Mr. Severson clarified transient occupancy
taxes do not apply to stays longer than 30 days and this is something that will be worked out with the city's Finance
Department when the applicant registers their business.
Public Testimony
Dave Helmich/468 Williamson/Urged the Planning Commission to reject this proposal. He stated this development is
directly behind his back fence, and noted people cut through on their narrow residential street all the time and it's hard to
imagine this won't continue. Mr. Helmich stated this proposal will take the housing units that were already approved off
the market and this goes against city policy. He stated this is essentially an Air BNB permit and is surprised the notice for
the application was not sent to the entire city. Mr. Helmich stated these units are not consistent with the neighborhood
and they want more community, not less.
Applicant's Rebuttal
Mr. Knox stated if for any reason one of the units changes ownership they will come back and modify the application. He
added their intention was never to build for-sale units, and noted they are not required to provide any housing units at all
in this location.
Questions of Staff
Staff was asked whether a condition should be added to address signage. Mr. Severson explained the application states
no signage and the approval would need to be modified to change that. Mr. Molnar added the City has fairly stringent
regulations on what types of signage would be allowed and they would need to comply with those regulations.
Comment was made expressing concern about a change in ownership and these units being operated as a hotel/motel,
Mr. Molnar clarified that while the applicants are proposing corporate housing, hotel/motel is an allowable use in the
employment zone.
Staff clarified if any of the units are sold, they will need to come back to the City for approval.
Deliberations and Decision
Commissioners Dawkins/Pearce m/s to approve PA-2017-00016. DISCUSION: Dawkins commented that this is an
interesting application and use and can see its benefits. He stated he is concerned about whether this will turn into a
hotel/motel, but in the end it does not matter since the code allows that use in this zone. Peace acknowledged the
neighbor's concerns but stated this is an E-1 employment zone and they have to compare the proposal to an office use,
not a residential use. He added the application meets the criteria for a CUP. Brown voiced his support for the motion and
stated the application meets the criteria. He acknowledged the need for long term rental housing, but stated there is also
a need for employment and other housing types. Commissioner Miller voiced concern with the applicants getting
Ashlancl Planning Commission
March 94. 2097
Page 3 of 4
approved for housing units and then changing course and removing four units from the rental stock that are so badly
needed. Thompson stated the residential neighborhood is next to an E-1 zone and the developer's choice to develop
mixed use and corporate housing is more beneficial to the neighborhood than what they could have done. She added
there is no guarantee that this E-1 zone will continue to develop in this quasi-residential way and stated under the code
they are required to grant approval. Norton commented that the city is dealing with a housing shortage and stated he is
struggling to support this request. Mindlin voiced support for the motion. She stated the application meets the criteria and
they were not required to building housing at all. Roll Call Vote: Commissioners Dawkins, Thompson, Brown,
Pearce, Norton, and Mindlin, YES. Commissioner Miller, NO. Motion passed 6-1.
ADJOURNMENT
Meeting adjourned at 8:05 p.m.
Submitted by,
April Lucas, Administrative Supervisor
Ashland Planning Commission
March 14. 2017
Page 4 of 4
Council Business Meeting
April 18, 2017.
Title: Tree Commission Request to name the Southern Oregon University
Spirit Tree a City of Ashland Heritage Tree
From: Bill Molnar Director of Community Development
Bill.molnar@ashland.or.us
Summary:
The Ashland Tree Commission is requesting the City Council approve the Southern Oregon
University Spirit Tree being named an Ashland Heritage Tree. If Council approves this, staff will
come back with a resolution formally creating the Heritage Tree list.
Actions, Options, or Potential Motions:
I move to approve the Ashland Tree Commission's recommendation to name the Southern
Oregon University Spirit Tree as an Ashland Heritage Tree.
Staff Recommendation:
Staff recommends approval.
Resource Requirements:
Staff time required to create the Heritage Tree List resolution
Policies, Plans and Goals Supported:
AMC 18.4.5 - Tree Preservation and Protection
Backl4round and Additional Information:
Chapter 18.4.5 - Tree Preservation and Protection - of Ashland's Land Use Ordinance describes
the important role trees play in the community and notes that preserving a healthy urban forest
improves soil stability, and provides noise buffering, wind protection and temperature mitigation,
while offering abundant wildlife habitat. Notable trees within the city are also recognized for the
contribution to the character and beauty of Ashland.
At the December 8, 2016 meeting, the Ashland Tree Commission approved a recommendation
that the Silver Maple, Acer Saccharinum known as the Southern Oregon University Spirit Tree
be named the first Ashland Heritage Tree. A letter regarding this request was e-mailed to the
Council on December 12, 2016, and is attached.
The procedure for nominating and approving a listing of an Ashland heritage tree is described in
AMC 18.4.5.060 below.
18.4.5.060 Heritage Trees
A. The City recognizes that specific trees in Ashland are deserving of special status due to
distinctive form, size, age, location, species, unique qualities, or historical significance.
Page 1 of 2 CITY OF
ASHLAND
B. Any person may nominate, with the written consent of the property owner, a mature tree for
consideration as a Heritage Tree. This nomination shall include all information necessary for
evaluation based on the items described in section 18.4.5.050.A, above. The Tree
Commission shall review all nominations and shall make a written final recommendation to
the City Council. The Council shall review the recommendation and make the final
determination for Heritage Tree status.
C. Should the City Council approve the nomination, the tree shall be included on the Heritage
Tree list adopted by resolution of the City Council. The property owner shall be notified of
the Council's action.
D. Once designated, a Heritage Tree shall be subject to the applicable provisions of this
ordinance.
E. A Heritage Tree may be removed from the list by the City Council upon its own motion, or
the City shall remove a Heritage Tree from the list upon written request by the property
owner. A request by the owner must state the reasons for removal from the list and be filed
with the City Recorder. The City Recorder shall then remove the Heritage Tree from the list
and cause to be filed with the county recording office a quitclaim deed quitclaiming any
interest of the City resulting from the listing
Attachments:
E-mail from Tree Commission of December 12, 2016
Heritage Tree Proposal Findings
Photo of proposed heritage tree
Tree Commission minutes of December 8, 2016
Page 2 of 2 CITY OF
ASHLAND
On Dec 12, 2016, at 12:27 PM, Maureen Battistella <mbattistellaor@gmail.com> wrote:
Greetings to Ashland's City Council,
First, thank you for your service to the city as councilors. We know it is often rewarding but can
sometimes be difficult. Ashland is a better place to live, work, and visit because of your efforts and your
commitment.
I am writing as the designated representative of the Ashland Tree Commission to endorse Southern
Oregon University's proposal to the Oregon Heritage Tree program, nominating the Southern Oregon
University Spirit Tree (a Silver Maple, Acer saccharinum) as an Oregon Heritage Tree. If accepted, this
will be Ashland's first tree to be designated as an Oregon Heritage Tree. I am also writing to formally
endorse Southern Oregon University's nomination of the tree as an Ashland Heritage Tree. As far as the
Commission has been able to determine, this is Ashland's first tree to be nominated for the Ashland
Heritage Tree program.
The Southern Oregon University Spirit Tree embodies much of what we love and aspire to here in
Ashland: an acknowledgement of our collective desire for peace and unity, a strong stable structure that
shelters and nurtures. The Southern Oregon University Spirit Tree also represents continuity and
connection and is our tie today to our land's Native American heritage and Native American citizens. The
Silver Maple is big and beautiful, its summer canopy splendid and its winter framework impressive
against the sky.
The Ashland Tree Commission appreciates Southern Oregon University's thoughtful, well written, nicely
documented, and participative approach to developing the nominations for both the Oregon and
Ashland Heritage Tree programs. Many SOU faculty, staff, and students from a variety of backgrounds
and points of view contributed to the nominations.
In conclusion, the Commissioners of the Ashland Tree Commission formally endorse Southern Oregon
University's nominations of this excellent and historic tree, and ask that Ashland's City Council endorse
them as well.
Thank you for your consideration.
Maureen.
Maureen Flanagan Battistella
Ashland Tree Commissioner, 5/19/15-4/30/17
On Behalf of the Ashland Tree Commission
395 Hemlock Lane
Ashland, OR 97520
541-552-0743
Heritage Tree Proposal Findings:
Construction began at Southern Oregon University (SOU) in April 2012 to afford new
housing to its ever-growing body of students. Two dormitories would be erected in honor of the
Native Shasta people- and a spiritual ritual would once constructed. Unfortunately, a striking silver
maple over 40 years old stood at the heart of the construction site. The construction contractor for
the university scheduled the tree's destruction to make way for these new dorms. A petition was
created to save the beautiful tree, bringing together students, staff, and community members to
defend the silver maple. Petition in hand, the construction company decided to preserve the silver
maple. Not only did the tree survive the construction, but it is now a centerpiece of campus.
In 2014, this specific tree was nominated for Tree of the Year Award for the city of
Ashland. It's nomination was to honor not only its beauty, but also its survival from demolition.
Up against twelve other trees, the people of Ashland once again rallied for the tree-and it won!
In April of 2014, SOU accepted the Tree of the Year Award for the silver maple at our annual
Arbor Day celebration. This award once again pulled together community members and students
to honor the silver maple. Since then, the silver maple has been an important symbol of unity
between Southern Oregon University and the people of Ashland. The silver maple is lit up every
year during the city of Ashland's Festival of Lights to signify support between the city and SOU.
Silver maples also have a special place in the hearts of the local native Shasta people.
Talking sticks were often fashioned from maple wood and were said to represent gentleness. The
transformation of leaves from green to crimson during autumn is explained by native people during
the Chasing the Bear myth. Traditionally, silver maples also served as a food source proving sap
for sugar, intoxicants, and bread. Native American tribes in southern Oregon continue to use silver
maple sap for ethnobotanical endeavors. These include coughs, cramps, dysentery, sore eyes,
measles, running sores, and diuretics.
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CITY OF
ASHLAND
DRAFT TREE COMMISSION MINUTES
December 8, 2016
CALL TO ORDER
Chair Christopher John called the meeting to order at 6:00 pm in the Siskiyou Room of the Community
Development and Engineering Services Building located at 51 Winburn Way.
Commissioners Present: Council Liaison:
Maureen Batistella Carol Voisin, absent
Mike Oxendine
Asa Cates Parks Liaison:
Christopher John Peter Baughman, absent
Casey Roland
Commissioners Absent: Staff Present:
Russell Neff Cory Darrow, Assistant Planner
APPROVAL OF MINUTES
Oxendine/Batistella m/s to approve the minutes of November 3, 2016 Tree Commission meeting. Voice Vote:
All ayes, motion passed unanimously.
PUBLIC FORUM
No audience members spoke.
TYPE I REVIEWS
PLANNING ACTION: PA-2016-02103
SUBJECT DROPERTY: 133 Alida Street
OWNER/APPLICANT: Mike and Karen Mallory, trustees for the Mallory Revocable Trust
DESCRIPTION: A request for Site Design Review approval to construct a 417 square foot Accessory Residential
Unit for the property located at 133 Alida Street. The application includes requests for Exception to the Site
Development and Design Standards for the placement and screening of parking relative to the Accessory
Residential Unit. (The proposal is based upon designation of Alida Street as the front lot line which is consistent
with the established orientation of the historic contributing "James A. & Viola Youngs" house on the
property.)COMPREHENSIVE PLAN DESIGNATION: Low Density Multi-Family Residential; ZONING: R-2;
ASSESSOR'S MAP: 39 1E 09DA; TAX LOT 3300.
Darrow gave a staff report explaining the Commission is looking at the Tree Protection Plan.
Applicants Mike and Karen Mallory and Landscape Architect Kerry KenCairn 545 A Street were present to answer
questions and explain the proposal. Ms. KenCairn expressed the concern of the applicants to preserve all the
trees on site.
After a brief discussion the Commissioners made the following motion.
Oxendine/Batistella m/s to approve the tree protection as presented. Voice Vote- Batistella, Oxendine, John, Cates
approved, Roland opposed. Motion passed.
PLANNING ACTION: PA-2016-02017
SUBJECT PROPERTY: 565 Allison Street
APPLICANT: Randy Ellison
DESCRIPTION: This application requests a Tree Removal Permit to remove and replace two dying Birch trees
from a six:-unit multi-family property. COMPREHENSIVE PLAN DESIGNATION: Multi-family Residential; ZONING:
R-2; ASSESSOR'S MAP: 39 1E 09 DB TAX LOT: 230.
Darrow gave his staff report explaining that there was a mistake on the noticing and this application is actually
for one split trunk tree rather than two separate trees.
Applicant Randy Ellison, 305 Liberty Street was present to answer questions and explain why they are requesting
to remove the tree. The tree has been continually dying and will be mitigated with a deciduous tree.
John/Oxendine m/s to approve the application as presented. Voice Vote: All ayes, motion passed.
Allan Sandler arrived late to the meeting and missed the public forum time on the agenda. He asked the Chair
for permission to speak forthree minutes. The Chair, Christopher John, agreed he could speak for a brief period
of time.
Mr. Sandler explained he has two trees in front of the Old Mason Building located at 25 North Main that will be
coming out with the future construction of a new balcony off of the Granite Tap House. Mr. Sandler asked the
Commissioners for their recommendation of what trees to plant in their place.
Commissioner Roland expressed his disapproval of what he felt was the topping of those trees prior to the
approval of their removal. Roland appeared to lose his composure and began to insult Mr. Sandler "challenging"
him to meet in the parking lot. At that point the other Commissioners told Mr. Sandler to choose a tree from
the Street Tree Guide. A physical altercation nearly broke out but the Commissioners and applicants were able
to intervene.
The Commissioners acknowledged Roland's behavior was not acceptable and at one point asking him to leave
the meeting. Roland did not leave and the meeting continued.
PLANNING ACTION: PA-2016-02086
SUBJECT PROPERTY: 801 Ashland Street
APPLICANT: Rogue Real Estate
OWNER: Bobwig Limited LLC
DESCRIPTION: This is a request to remove two hazardous Calocedrus Decurrens trees from the multi-family
property at 801 Ashland Street. According to the arborist report both trees are damaging retaining walls which
support foundation and structure of nearby buildings. In addition, the trunks of the trees are touching the
structures eaves damaging the building.COMPREHENSIVE PLAN DESIGNATION: Single-Family Residential,
ZONING: R-1-7.5; ASSESSOR'S MAP: 39 1E 09 DC TAX LOT: 10200.
All the Commissioners did a site visit. The Commissioners agreed this application was pretty straight forward
and removal seemed appropriate.
OxendinelCates m/s to approve the application as presented. Voice Vote: All ayes, motion passed.
PLANNING ACTION: PA-2016-02212
SUBJECT PROPERTY: 549 East Main Street
APPLICANT: Len Gotshalk
DESCRIPTION: This application proposes to remove one potentially-hazardous Walnut tree and mitigate the
removal with a Raywood Ash or similar species. COMPREHENSIVE PLAN DESIGNATION: Multi-family Residential;
ZONING: R-2; ASSESSOR'S MAP: 39 1E 09 AC TAX LOT: 6100.
Darrow gave a staff report explaining the application says the Walnut tree encroaches on overhead wires and is
lifting the foundation causing damage to the structure and driveway area.
Applicant Len Gotshalk, 1200 Butler Creek Rd explained why he wanted to remove the tree. He stated the tree
was not planted but most likely a volunteer. Mr. Gotshalk also pointed out he had to repair the sewer line a
couple of weeks ago due to the roots of the tree.
All the Commissioners did a site visit.
The Commissioners recommended mitigating with something other than a Raywood Ash in order to avoid more
problems down the road. A Maple or Oak was suggested as well as planting the new tree further away from the
house.
Batistella/John m/s to accept the proposal as stated. Voice Vote: All ayes, motion passed.
PLANNING ACTION: PA-2016-02026
SUBJECT PROPERTY: 602 Glenwood Drive
APPLICANT: Yanneka De La Mater
OWNER: Boisvert Trust
DESCRIPTION: A request for a Site Design Review to allow for the conversion of a portion of an existing
residence to an Accessory Residential Unit (ARU) on the subject property. The proposed dwelling unit will be
located entirely within the existing buildings footprint and will not require any exterior modifications.
COMPREHENSIVE PLAN DESIGNATION: Single-Family Residential; ZONING: R-1-7.5; ASSESSOR'S MAP: 39 1E
16AA; TAX LOTS: 600 & 700.
Darrow gave his staff report explaining that with this application no trees are proposed for removal. The
Commissioners just need to review the tree protection plan.
All the Commissioners did a site visit.
Applicant Yanneka De La Mater reviewed her plan with the Commissioners. Ms. De La Mater submitted
additional information. See exhibit C.
Batistella/John m/s to approve the application with no concerns. Voice Vote: Batistella, Cates, John, and Oxendine
approved Roland opposed, motion passed.
PLANNING ACTION: PA-2016-01890
SUBJECT PROPERTY: 662 South Mountain Avenue
APPLICANT: Amy Gunter/Rogue Planning & Development Services
DESCRIPTION: This is a request to remove four non-hazardous Pondarosa Pine trees greater than 18-inches
in diameter at breast height on a vacant property located at 662 South Mountain Avenue.
COMPREHENSIVE PLAN DESIGNATION: Single-Family Residential; ZONING: R-1-7.5; ASSESSOR'S MAP: 39 1E 16
AA TAX LOT: 9001.
Chair John, recused himself.
Darrow gave a staff report. This application was reviewed by the Tree Commission last month at which time the
Commission asked the applicant to mark the trees on site and submit additional information.
All the Commissioners did a site visit.
Property owner Gil Livni, 2532 Old Mill Ashland, was present to answer questions and explain the application.
Batistella/Cates m/s to accept the petition to remove the five trees #2, 3, 4, S and 7 with the request that these
removals be mitigated by at least ten conifers further that a continuous wall of tree protection fencing is installed
to isolate the building footprint wrapping the trees along the Southern property line including tree X and tree #1.
Additional fencing to protect tree #61n the Northwest corner of the three conifers at the Northeast corner on Fem.
Cates made an amendment. That four inches of bark chips be placed around the remaining trees to the building
footprint before the fencing is installed. Also recommend following Southern Oregon Tree Cares report with
concern about protecting the remaining trees Batistella seconded the amendment.
Voice Vote: Batistella and Cates approved, Roland and Oxendine opposed. Motion did not carry.
PLANNING ACTION: PA-2016-02104
SUBJECT PROPERTY: 183 West Nevada Street
APPLICANT: Barb Barasa
DESCRIPTION: This application requests Site Design Review approval to allow for a conversion of the garage
into a 538 sq. ft. Accessory Residential Unit. The application also includes a request for an exception to street
standards to not install city standard sidewalks trees and a request for an exception to provide mesh tree
protection fencing instead of chain link. COMPREHENSIVE PLAN DESIGNATION: Single-family; ZONING: R-1-5;
ASSESSOR'S MAP: 39 1E 04 BC TAX LOT: 2300.
All the Commissioners did a site visit.
Darrow reported no trees are proposed for removal but tree protection is required. The applicant is requesting
to use mesh fencing instead of chain link as the tree to be protected is away from the construction site.
Property owner, Barb Barasa, 183 W Nevada was present to answer questions. She mentioned one of the
reasons she did not want to do the chain link fence was the expense of it.
Roland made a motion to deny the use of poly fencing and require a chain link fence and he will absorb the cost.
The motion was not seconded
Roland/Oxendine m/s to approve the tree protection plan but not allowing the mesh. Voice Vote. Cates, John,
Batistella opposed, Roland, Oxendine approved. Motion did not carry.
John/Gates m/s to accept tree protection plan as proposed. Voice Vote: Batiste/la, John, Cates approved, Roland
Oxendine opposed. Motion passed.
PLANNING ACTION: PA-2016-02201
SUBJECT PROPERTY: 221 Oak Street
OWNER: Spartan Ashland Natalie Real Estate, LLC
APPLICANT: Bemis Developments, Inc.
DESCRIPTION: A request for a modification of previously approved Planning Action #2015-01517 for the
property located at 221 Oak Street. The modifications requested include: 1) relocation of the recreation area
to the east side of the property, between 209 and 221 Oak Street; 2) relocation of the new cottage
to the west side of the property, in the previously approved recreation area, 3) the addition of four new parking
spaces; 4) the removal of one tree (Tree #1), the large cedar located at the northeast corner of the property
near the driveway entrance; and 5) modifications to the design of the home being reconstructed at 221 Oak
Street including the exterior treatment and roof pitch. Also requested is an Exception to the Solar Setback
requirement to allow the reconstructed home at 221 Oak Street to cast a shadow on the property to the north
greater than would be cast by a six-foot fence built on the property line. The owner of the property to the north
has agreed to the proposed Exception. (The previous approval granted Outline & Final Plan, Site Design Review,
Conditional Use Permit, Variance, Exceptions and Tree Removal Permit approvals for the properties at 209-221-
225 Oak .Street and 11 8 Street.)COMPREHENSIVE PLAN DESIGNATION: Low Density Multi-Family Residential;
ZONING: R-2; ASSESSOR'S MAP: 39 1E 09BB; TAX LOTS: 15900.
ChairJohn recused himself.
All the Commissioners did a site visit. Darrow gave his staff report.
Contractor Ed Bemis was present to represent the applicant. He discussed the dangers that the large Cedar Tree
located on Oak Street might propose. Additional information was distributed see exhibit A and B.
Oxendine/Cates m/s to approve the tree removal request with recommendation that all of the chips from that tree
be placed around the existing Cedar tree and that the tree is watered once a week throughout the summer to a
depth ofsixinches. All the trees on site are continued to be protected by the tree protection fencing that is currently
up. Voice Vote; BaUstella, Cates, John, Oxendine approved, Roland opposed. Motion passed.
PLANNING ACTION: PA-2016-01947
SUBJECT PROPERTY: 549 Fairview Street
APPLICANT: Bob Haxton
OWNER: James Williams
DESCRIPTION: A request for a Site Design Review to allow for the construction of a 499 square foot second
dwelling unit on the subject property. The proposed structure will be two stories with a single car garage located
on the first floor and the dwelling unit on the second floor.COMPREHENSIVE PLAN DESIGNATION: Low Density
Multiple-Family Residential; ZONING: R-2; ASSESSOR'S MAP: 39 1E 09CA; TAX LOT: 14100.
Darrow explained no trees are being removed but the Commission is to review the tree protection plans.
After reviewing the application the Tree Commission felt the tree protection plan was not adequate.
Oxendine./Roland m/s to deny until an adequate tree protection plan is submitted. Voice Vote: All ayes, motion
passed.
PLANNING ACTION: PA-2016-02223
SUBJECT PROPERTY: 19 Granite Street
APPLICANT: John Reitan
DESCRIPTION: This application proposes to remove one potentially-hazardous Incense Cedar tree located
along the driveway of 19 Granite Street. COMPREHENSIVE PLAN DESIGNATION: Single-family Residential;
ZONING: R-2; ASSESSOR'S MAP: 39 1E 09 BB TAX LOT: 6100.
Darrow gave a staff report explaining the definition of a hazardous tree.
OxendinelCates m/s to approve with the recommendation to mitigate the tree on site with a small understory tree.
Voice Vote: Batistella, Cates, Oxendine, Roland approved, John abstained. Motion passed.
TYPE II REVIEWS
PLANNING ACTION: PA-2016-02060
SUBJECT PROPERTY: 639 Tolman Creek Road
OWNER/APPLICANT: Southern Oregon Goodwill
DESCRIPTION: A request for Site Design Review approval for a renovation and addition to the existing
Southern Oregon Goodwill store located at 639 Tolman Creek Road. The application includes a proposed 7,461
square foot addition consisting of retail and warehouse space and the relocation and expansion of the covered
drop-off area. Also included is a request for a Tree Removal Permit to remove six trees that are greater than six-
inches in diameter from the property. COMPREHENSIVE PLAN DESIGNATION: Commercial; ZONING: C-1;
ASSESSOR'S MAP: 39 1E 14BA; TAX LOT 14.
Darrow gave a staff report explaining the plans provided identify seven trees on the property, six of which are
six-inches in diameter at breast height (d.b.h.) or greater. All of the site's trees are proposed for removal with
the current proposal as they are noted as being in areas that will be disturbed with the building additions and
associated site work for parking, circulation, plaza space and frontage improvements
After a discussion the Commissioners made the following motion.
Oxendine,/Cates m/s to approve with the recommendation that they put tree guards on all the trees to protect
against deerrub and that evergreen species be included on the planting list and increase the calipersize ofproposed
trees to a minimum of two inches. Voice Vote: All ayes, motion passed unanimously.
DISCUSSION
Oregon Heritage Tree Protection Nomination - The Commissioners discussed the nomination of a Silver Maple
by Southern Oregon University to the Oregon Heritage Tree Program. Batistella volunteered to write a letter
representing the Tree Commissions endorsement of Southern Oregon Universities proposal for a Silver Maple
to the Oregon Heritage Tree Program and also to endorse Southern Oregon's Universities nomination for the
Silver Maple to the Ashland Heritage Tree Program.
The Commissioners discussed the behavior of Roland at this evenings meeting. The Commissioners agreed that
Roland's passion and knowledge of trees has been greatly appreciated. Though the Commissioners would like
to see Roland remain on the Commission it was suggested that he draft a letter of apology. Roland
acknowledged it would be best if he resigned because he would continue to have difficulty keeping quiet and
maintaining his professionalism. He was reminded there should be a separation between personality and
process as a representative of the Commission.
Meeting adjourned at 9:35 p.m.
Respectfully submitted by Carolyn Schwendener
Council Business Meetina
April 18, 2017
Title: Resolution authorizing signatures
From: Beverly Adams Interim Finance Director
Bev. adams@ashland. or. us
Summary:
In order to conduct the business of the City it is necessary to update authorized bank signatures
on the accounts for the City of Ashland.
Actions, Options, or Potential Motions:
I move to adopt the resolution titled, "A resolution authorizing signatures, including facsimile
signatures, for banking services on behalf of the City of Ashland."
Staff Recommendation:
That Council adopt the attached resolution.
Resource Requirements:
N/A
Policies, Plans and Goals Supported:
Administrative/Governance goal:
"To ensure on-going fiscal ability to provide desired and required services at an acceptable
level"
Background and Additional Information:
As of May 1, 2017, there will no longer be sufficient authorized signers for banking transactions
on behalf of the City of Ashland.
Most all of those currently authorized by Resolution No. 2015-02 will have left the employment
of the City (as of May 1St) with the exception of Mayor Stromberg and Mike Gardiner - who as
the Parks Commission Chair is a signatory on parks & recreation accounts only.
City Recorder Barbara Christensen and I are included to be approved as "limited duration"
signatories. Most likely Barbara will not need to sign documents past April 30, 2017, but this is
a "just in case" precautionary step. However, I will need continued authorization in order to
make transfers between the Local Government Investment Pool and the City's bank accounts
until mid-May when the new Finance Director will take over.
Attachments:
Draft resolution, authorizing bank signatories
Page IofI CITY OF
ASHLAND
RESOLUTION NO. 2017-
A RESOLUTION AUTHORIZING SIGNATURES, INCLUDING
FACSIMILE SIGNATURES, FOR BANKING SERVICES ON BEHALF OF
THE CITY OF ASHLAND
THE CITY OF ASHLAND RESOLVES AS FOLLOWS:
Section 1. The following persons are authorized to sign on behalf of the City on orders for
payment or withdrawal of money:
John Stromberg - Mayor
Mike Gardiner - Parks Commission Chair
John Karns - Interim City Administrator
Adam Hanks - Interim Assistant to City Administrator
Limited Duration (not to exceed May 31st, 2017):
Beverly Adams - Interim Administrative/Finance Director
Barbara Christensen - City Recorder/Treasurer
Effective as of May 15th, 2017:
Mark Welch - Administrative/Finance Director
All prior authorizations are superseded.
Section 2. Any designated depository ("Bank") of the City of Ashland is authorized and
directed to honor and pay any checks, drafts, or other orders for payment of money withdrawing
funds from any account of the City when bearing or purporting to bear the facsimile signatures of
the person listed in Section One of this resolution, whether such facsimile signatures are made by
stamp, machine, or other mechanical device. The Bank is authorized and directed to honor and
to charge the City for such checks, drafts or other orders for the payment of money regardless of
how or by whom such actual or purported facsimile signatures were made, provided they
resemble the facsimile signatures duly certified to and filed with the Bank by the City.
Section 3. This resolution was duly PASSED and ADOPTED this day of
, 2017, and takes effect upon signing by the Mayor.
Barbara Christensen, City Recorder
SIGNED and APPROVED this day of , 2017.
John Stromberg, Mayor
Reviewed as to form:
David H. Lohman, City Attorney
Page 1 of 1
Council Business Meeting
April 18, 2017
Title: Rogue Credit Union Appeal Adoption of Findings
From: Bill Molnar Director of Community Development
bill. molnar(aD-ashland. or.us
Summary
At the March 21, 2017 meeting, the City Council upheld an appeal of the Planning
Commission's denial of a Site Design Review request for Rogue Credit Union. The
attached findings formalize the Council's decision with regard to the appeal, and include
conditions addressing the applicable criteria for approving the request. The conditions
are based upon the original staff recommendations to the Planning Commission contained
in the record.
Actions, Options, or Potential Motions:
Move to adopt the findings provided as presented.
OR
Move to adopt the findings provide with amendments (include specific direction as to the
amendments desired).
Staff Recommendation:
Planning staff recommends that the Council adopt the attached findings as presented.
Resource Requirements:
N/A.
Policies, Plans and Goals Supported:
N/A.
Background and Additional Information:
N/A.
Attachments:
Draft findings for adoption
Page 1 of 1 CITY OF
ASHLAND
BEFORE THE CITY COUNCIL
April 18, 2017
IN THE MATTER OF PLANNING ACTION #2016-01894, AN APPEAL OF THE )
PLANNING COMMISSION'S DENIAL WITHOUT PREJUDICE OF A REQUEST )
FOR SITE DESIGN REVIEW APPROVAL TO CONSTRUCT A 4,508 SQ. FT., )
SINGLE-STORY CREDIT UNION BUILDING WITH DRIVE-UP WINDOW AS )
PART OF THE PHASED DEVELOPMENT OF THE PROPERTIES LOCATED AT )
1651 ASHLAND STREEET. ALSO INCLUDED ARE REQUESTS FOR A PROP- )
ERTY LINE ADJUSTMENT AND A TREE REMOVAL PERMIT TO REMOVE ) FINDINGS,
EIGHT OF THE SITE'S 24 TREES. THE APPLICATION PROPOSES THE USE ) CONCLUSIONS &
OF A SHADOW PLAN INVOLVING ADJOINING PROPERTIES THAT WILL BE ) ORDERS
OUTSIDE THE FUTURE CONTROL OF THE APPLICANT AS A MEANS FOR )
COMPLYING WITH THE MINIMUM FLOOR AREA RATIO (F.A.F.) OF 0.5. )
OWNER/APPLICANT: Rogue Credit Union/ )
Kistler, Small & White Architects, LLC )
RECITALS:
I) Tax lots #8700 and #9201 of Map 39 1 E 1 ODC are located at 1651 Ashland Street and are zoned C-
1 (Commercial).
2) The applicants are requesting Site Design Review approval to construct a 4,508 square foot, single-
story credit union building with drive-up window as part of the phased development of their
properties located at 1651 Ashland Street. Also included are requests for a Property Line
Adjustment and for a Tree Removal Permit to remove eight of the site's 24 trees. The application
proposes the use of a shadow plan involving adjoining properties that will be outside the future
control of the applicant as a means for complying with the minimum Floor Area Ratio (F.A.R.) of
0.5. Site improvements are outlined on the plans on file at the Department of Community
Development.
3) The criteria for Site Design Review approval are described in AMC 18.5.2.050 as follows:
/a. Underlying Zone: The proposal complies with all of the applicable provisions of the
underlying zone (part 18.2), including but not limited to: building and yard setbacks, lot
area and dimensions, density and floor area, lot coverage, building height, building
orientation, architecture, and other applicable standards.
B. Overlay Zones: The proposal complies with applicable overlay zone requirements (part
18.3).
C. Site Development and Design Standards: The proposal complies with the applicable
Site Development and Design Standards of part 18.4, except as provided by subsection
E, below.
D. City Facilities: The proposal complies with the applicable standards in section 18.4.6
Public Facilities and that adequate capacity of City facilities for water, sewer, electricity,
PA #2016-01894_Council Appeal
April 18, 2017
Page 1
urban storm drainage, paved access to and throughout the property and adequate
transportation can and will be provided to the subject property.
E. Exception to the Site Development and Design Standards. The approval authority may
approve exceptions to the Site Development and Design Standards of part 18.4 if the
circumstances in either subsection 1 or 2, below, are found to exist.
1. There is a demonstrable difficulty meeting the specific requirements of the Site
Development and Design Standards due to a unique or unusual aspect of an
existing structure or the proposed use of a site and approval of the exception will
not substantially negatively impact adjacent properties; and approval of the
exception is consistent with the stated purpose of the Site Development and
Design; and the exception requested is the minimum which would alleviate the
difficulty.; or
2. There is no demonstrable difficulty in meeting the specific requirements, but
granting the exception will result in a design that equally or better achieves the
stated purpose of the Site Development and Design Standards.
4) The approval criteria for a Property Line Adjustment are detailed in AMC 18.5.3.120.B as follows:
1. Parcel Creation. No additional parcel or lot is created by the lot line adjustment.
2. Lot Standards. Except as allowed for nonconforming lots, pursuant to chapter 18.1.4, or
as required by an overlay zone in part 18.3, all lots and parcels conform to the lot
standards of the applicable zoning district, including lot area, dimensions, setbacks, and
coverage, per part 18.2. If a lot does not conform to the lots standards of the applicable
zoning district, it shall not be made less conforming by the property line adjustment. As
applicable, all lots and parcels shall identify a buildable area free of building restrictions
for physical constraints (i.e., flood plain, greater than 35 percent slope, water resource
protection zones).
3. Access Standards. All lots and parcels conform to the standards in section 18.4.3.080
Vehicle Area Design. Lots and parcels that do not conform to the access standards shall
not be made less conforming by the property line adjustment.
5) The approval criteria for a Tree Removal Permit to Remove a Tree That is Not a Hazard are detailed in
AMC 18.5.7.040.B.2 as follows:
a. The tree is proposed for removal in order to permit the application to be consistent with
other applicable Land Use Ordinance requirements and standards, including but not
limited to applicable Site Development and Design Standards in part 18.4 and Physical
and Environmental Constraints in part 18.3.10.
b. Removal of the tree will not have a significant negative impact on erosion, soil stability,
flow of surface waters, protection of adjacent trees, or existing windbreaks.
C. Removal of the tree will not have a significant negative impact on the tree densities, sizes,
canopies, and species diversity within 200 feet of the subject property. The City shall grant
an exception to this criterion when alternatives to the tree removal have been considered
PA #2016-01894-Council Appeal
April 18, 2017
Page 2
and no reasonable alternative exists to allow the property to be used as permitted in the
zone.
d. Nothing in this section shall require that the residential density to be reduced below the
permitted density allowed by the zone. In making this determination, the City may consider
alternative site plans or placement of structures of alternate landscaping designs that
would lessen the impact on trees, so long as the alternatives continue to comply with the
other provisions of this ordinance.
e. The City shall require the applicant to mitigate for the removal of each tree granted
approval pursuant to section 18.5.7.050. Such mitigation requirements shall be a condition
of approval of the permit.
6) The Planning Commission, following proper public notice, held a public hearing on January 10, 2017
at which time testimony was received and exhibits were presented. Subsequent to the closing of the
hearing, the Planning Commission denied the application without prejudice.
7) This matter came before the City Council as an appeal on the record pursuant to Ashland Municipal
Code (AMC) 18.5.1.060.1. Subsequent to the mailing of a the Planning Commission's adopted
findings, an appeal was timely filed by attorney Mark S. Bartholomew on behalf of the applicant
Rogue Credit Union. AMC 18.5.1.060.1.2.c requires that each appeal set forth a clear and distinct
identification of the specific grounds for which the decision should be reversed or modified, based
on identified applicable criteria or procedural irregularity. The five clearly and distinctly identified
grounds for appeal in this case were: 1) The Planning Commission failed to properly consider the
Appellant's request for an exception to the strict Floor Area Ratio standards due to the Appellant's
unique use (i.e. a drive-up); 2) The Planning Commission improperly construed the Ashland
Municipal Code in determining the use of a Shadow Plan to meet Floor Area Ratio standards is
discretionary on the part of the Planning Commission, rather than discretionary on the part of the
Appellant; 3) The Planning Commission improperly considered Appellant's two contiguous
parcels to be separate parcels, contrary to the Ashland Municipal Code, which provides that
contiguous parcels under the same ownership shall be considered a single parcel for purposes of
development; 4) The Planning Commission improperly applied the Ashland Municipal Code with
respect to Shadow Plans; 5) The Planning Commission provided no findings in rejecting
appellant's offering a restrictive covenant to ensure a minimum Floor Area Ratio of the property
(consisting of two parcels).
8) The City Council, following proper public notice, held a public hearing on March 21, 2017 at which
time oral arguments were presented. Subsequent to the closing of the hearing, the City Council
supported the appeal, reversed the Planning Commission's decision and approved the application.
As detailed more fully below, the City Council finds that the Planning Commission erred in applying
the Municipal Code with respect to shadow plans, and that the applicants met their burden of proof
as to the applicable criteria and associated Site Development and Design Standards.
Now, therefore, the City Council of the City of Ashland finds, concludes and recommends as follows:
PA #2016-01894_Council Appeal
April 18, 2017
Page 3
SECTION 1. EXHIBITS
For the purposes of reference to these Findings, the attached index of exhibits, data, and testimony will be used.
Staff Exhibits lettered with an "S"
Proponent's Exhibits, lettered with a "P"
Opponent's Exhibits, lettered with an "O"
Hearing Minutes, Notices, Miscellaneous Exhibits lettered with an "M"
SECTION 2. CONCLUSORY FINDINGS
2.1 The City Council finds that it has received all information necessary to make a decision based on the
staff reports, public hearing testimony and the exhibits contained within the whole record.
2.2 The City Council finds that the proposal for Site Design Review, Property Line Adjustment and
Tree Removal Permit approval meets all applicable criteria for Site Design Review approval described in
AMC 18.5.2.050, Property Line Adjustment in AMC 18.5.3.120.13, and for Tree Removal described in
AMC 18.5.7.040.B.2. The site plan and elevation drawings provided delineate the proposed building
location, design and associated site improvements.
2.3 With regard to the appeal request, the City Council finds that the Planning Commission erred in
applying the Municipal Code with respect to the treatment of contiguous properties under a single
ownership.
AMC 18.6.1 defines a lot as, "A unit of land created by a partition or a subdivision or a unit or contiguous
units of land under single ownership, which complies with all applicable laws at the time such lots were
created. Any contiguous ownership of non-conforming lots will be considered one tract of land."
In this instance, the subject property consists of two contiguous units of land under the applicants' single
ownership at the time of the application which are therefore considered here as a single lot for purposes
of reviewing a shadow plan.
AMC 18.6.1 further defines a shadow plan as, "A schematic or conceptual design for future land
development when a lot could be developed at a higher intensity. A shadow plan demonstrates that the
proposed development will not impede the future use of the lot to be fully developed to the required
building intensity standards (i. e., Floor Area Ratio, and that the proposed development has been planned
to prevent piecemeal and uncoordinated development. "
The Council further finds that with this in mind, the shadow plan provided demonstrates that the proposed
development will not impede the future use of the lot to be fully developed to the required Floor Area
Ratio standard.
PA #2016-01894 Council Appeal
April 18, 2017
Page 4
2.4 The City Council finds that the request involves Site Design Review approval to construct a 4,508
square foot, single-story credit union building with drive-up window as part of the phased development
of the properties located at 1651 Ashland Street. Also included are requests for a Property Line
Adjustment and a Tree Removal Permit to remove eight of the site's 24 trees.
The first approval criterion for Site Design Review is that, "The proposal complies with all of the
applicable provisions of the underlying zone (part 18.2), including but not limited to: building and yard
setbacks, lot area and dimensions, density and floor area, lot coverage, building height, building
orientation, architecture, and other applicable standards. " The subject property is located in the C-1
base zone and the Detail Site Review and Pedestrian Places overlay zones. Commercial services, offices
and their associated accessory uses are permitted outright in the C-1 zone. In addition, drive-up uses are
a special permitted use and the applicants have provided plans and narrative to demonstrate compliance
with the applicable special use standards along with evidence that they hold one of the 12 drive-up use
permits allowed in the city (Permit #2012-01506). Within the C-1 zone, there is no minimum lot area,
width or depth, or maximum lot coverage; or minimum front, side or rear yard. Along arterial streets like
Ashland Street, there is a required arterial setback of "not less than 20 feet, or the width required to install
sidewall: and park row improvements, consistent with the street standards in chapter 18.4.6, whichever is
less." In this instance, the applicants propose to install city standard sidewalk and park row improvements
and will thus comply with the arterial setback requirements. The C-1 zone allows building heights of up
to 40 feet, and where buildings are located more than 100 feet from a residential zone, buildings may be
greater than 40 feet but less than 55 feet in height with the approval of a Conditional Use Permit. As
proposed, the height of the building is only approximately 24.0 feet. Lot coverage is limited to 85 percent
and 15 percent of the site must be landscaped within the C-1 zone, and the proposal notes that 78.6 percent
of the site would be covered and 21.4 percent landscaping provided.
The second approval criterion is that, "The proposal complies with applicable overlay zone requirements
(part 18.3)." The property is located within the Detail Site Review overlay zone, the Pedestrian Places
overlay zone, and is subject to additional standards applicable to development of the Ashland Street
boulevard corridor. The Detail Site Review overlay triggers specific standards that apply as part of the
Site Development and Design Standards in AMC 18.4.2.040.C. Compliance with these standards is
addressed under the next approval criterion later in this document.
The Pedestrian Places overlay requirements apply to proposed development that requires a planning
application approval, and involves development of new structures or additions other than single-family
dwellings. Pedestrian Place overlay provisions supplement those of the applicable base zoning district
and other applicable ordinance requirements. Because the proposal does not involve mixed-use
development in a residential zone, the Pedestrian Places overlay only impacts the subject property in two
ways:
I. BuildinjZ Setbacks. The solar access setback in chapter 18.4.8 Solar Access
applies only to those lots abutting a residential zone to the north. In this instance,
because the lot to its north is zoned R-1-5 (Single Family Residential) solar access
setbacks do apply for Lot 1.
PA #2016-01894-Council Appeal
April 18, 2017
Page 5
2. Plazas and Landscaping Ratio. Outdoor seating areas, plazas, and other useable
paved surfaces may be applied toward meeting the landscaping area requirements
in chapter 18.4.4 Landscaping, Lighting, and Screening, but shall not constitute
more than 50 percent of the required area.
The third approval criterion is that, "The proposal complies with the applicable Site Development and
Design Standards of part 18.4, except as provided by subsection E, below."
The application materials explain that proposed parking is located to the rear of the building, and the
proposed building on Lot 42 occupies 70.1 percent of the street frontage and with development of the
proposed shadow plan the 63 percent of the two frontages will be occupied by buildings. Building
entrances are to be oriented to Ashland Street, and the street frontage is to be improved to city street
standards. The application explains that the building has multiple jogs and offsets, a recessed entry with
protection for pedestrians, changes in relief, and more than ample glazing on all walls in proximity to the
streetscape.
Within the Detail Site Review Zone, properties are required to have a minimum 0.50 floor area ratio
(F.A.R.). This means that the building's floor area must be equal to at least one half of the lot area to meet
the standard. As proposed, the 4,508 square foot single-story building achieves a .247 F.A.R. For
properties greater than one-half acre, the Site Design and Development Standards provide that the Floor
Area Ratio standard may be addressed with a "shadow plan" illustrating how the development could be
intensified over time to meet the minimum F.A.R.
AMC 18.6.1 defines a lot as, "A unit of land created by a partition or a subdivision or a unit or contiguous
units of land under single ownership, which complies with all applicable laws at the time such lots were
created. Any contiguous ownership of non-conforming lots will be considered one tract of land." In this
instance., the subject property consists of two contiguous units of land under the applicants' single
ownership at the time of the application which are therefore considered here as a single lot for purposes
of reviewing a shadow plan.
The City Council finds that the applicants have provided a shadow plan showing how additional buildings
could be constructed to achieve an F.A.R. of .624 on Lot 1, a contiguous property under their ownership.
If considered together this would yield a combined F.A.R. of .506 between the two parcels when the
contiguous parcel is developed. The Council further finds that the shadow plan provided demonstrates
that the proposed development will not impede the future use of the lot to be fully developed to the required
0.50 Floor Area Ratio standard.
The fourth criterion for approval is that, "The proposal complies with the applicable standards in section
18.4.6 Public Facilities and that adequate capacity of City facilities for water, sewer, electricity, urban
storm drainage, paved access to and throughout the property and adequate transportation can and will
be provided to the subject property."
The City Council finds that Public Works, Engineering and Electric Department staff have noted the
following with regard to utilities:
PA 92016-01894_Council Appeal
April 18, 2017
Page 6
• Water - The property is currently served by an eight-inch water main in the Ashland Street right-
of-way, and the application indicates that the applicants intend to provide new services from this
main. Both the Water and Fire Departments have reviewed the applicants' initial utility lay-out
and indicated that a double check detector assembly (DCDA), bypass meter and vault will need to
be installed near the property line at the street to provide adequate fire service for the development
of the site.
• Sewer - The property is currently served by a six-inch sanitary sewer main that enters into the
property across the northern property line. The applicants propose to acquire a new easement over
Tax Lot #9800 to the north of the property and install a new six-inch sanitary sewer line out to
Parker Street.
• Electric - The applicants have met with the Electric Department, and it has been determined that
the transformer location shown on the submitted plans will requires a "three-phase pull box" and
re-routing the source of the power by boring beneath or trenching across Ashland Street to a
transformer in front of Wendy s. The Electric Department has indicated, and Planning staff
concurred, that the pull box would be better located outside of the park row planting strip, behind
the sidewalk to provide a spatial buffer from cars traveling at arterial speeds. The Electric
Department has also suggested locations for future lines to serve future buildings on Lot 1, and the
applicants will provide a service plan once they have an Electrical Engineer on board to consider
how the other lots may develop.
• Storm Drainage - The property is currently served by a 12-inch storm sewer main in the Ashland
Street right-of-way. The application materials indicate that storm water associated with the
development on Lot 2 is to be detained on site for percolation into the soil. A treatment/detention
trench is proposed along the full length of the property line for Lot 2, with any overflow to be
pumped up to the curb on Ashland Street. The application notes that the project's civil engineer,
Dew Engineering, will prepare a final storm drainage and surface water management plan for
review and approval prior to the issuance of building permits.
With regard to considerations of paved access and adequate transportation, the Council finds that Ashland
Street is a state highway, and is considered to be a "boulevard" under Ashland's Transportation System
Plan (T.S.P.). City-standard frontage improvements for a boulevard include irrigated street trees planted
in five-foot square planters with tree grates spaced every 30 feet and an eight- to ten-foot wide sidewalk
along the full property frontage. In areas where no on-street parking is to occur, the applicants may
propose an alternative frontage treatment to include a planted swale within the park row. The applicants
have proposed to install frontage improvements consistent with these requirements as part of their
proposal.
The Council further finds that for proposals accessing a boulevard, directly or indirectly, a Traffic Impact
Analysis (TIA) is required where the proposed land use meets one or more of the following thresholds:
• Generating 50 new vehicle trips inbound and outbound during the adjacent street's peak hour;
• Installing any traffic control device or construction of any geometric improvements affecting the
progression or operation of traffic; or
• Generating 20 new heavy vehicle trips (inbound and outbound) during the day.
PA 92016-01894_Council Appeal
April 18, 2017
Page 7
In this instance, because more than 50 new vehicle trips would be generated during the adjacent street's
peak hour, the application materials provided include a Traffic Impact Analysis (T.LA.) prepared by
Southern Oregon Transportation Engineering, L.L.C. The T.I.A. includes the following findings:
1. All study area intersections were shown to operate within performance standards under existing
year 2016, Phase 1 design year 2017 no-build, Phase 1 design year 2017 build, full build design
year 2026 no-build, and full build design year 2026 build conditions during the p.m. peak hour.
2. One queue length was shown to be exceeded in the study area under analysis scenarios. The east
bound left turn queue length on Ashland Street at Walker Avenue was shown to be exceeded by
one vehicle length (25 feet) under existing 2016 no-build conditions and continued to be exceeded
in every analysis scenario. This increased the adjacent through lane queue length, but was not
shown to create any adverse queuing conditions downstream. No mitigation is shown to be
necessary.
3. Sight distance was found to be adequate in both directions from both driveways on Ashland Street.
4. A center two-way left turn lane currently exists on Ashland Street at the proposed development,
and the criterion for a westbound right turn lane was not shown to be met under the Phase 1 design
year 2017 or the full build design year 2026 conditions during the p.m. peak hour.
5. There were no safety concerns based on the crash histories at the studied intersections.
The T.I.A. concludes that the streets serving the subject property are demonstrated to have adequate
capacity to support the proposed development. City Engineering staff reviewed the T.I.A. and expressed
support for its findings with no further recommendations.
The Council finds that a 26-foot driveway aisle has been provided to accommodate fire apparatus access,
including aerial truck access to the future buildings at the rear of the property. The driveways exceed the
requirement for a 20-foot driveway to serve seven or more parking spaces. The applicants have been in
discussion with the Fire Marshal to ensure that address fire apparatus access can be provided.
The Council finds that the final approval criterion has to do with Exceptions to the Site Development and
Design Standards. The Council finds that with the determination in upholding the appeal that the two
contiguous lots are to be considered as one here, the proposed shadow plan satisfies the Floor Area Ratio
requirements and no Exceptions are necessary to approve the request.
2.5 The Council finds that the proposal includes a request for Property Line Adjustment to adjust the
property lines between the applicant's Lot #1 and Lot #2. This would enlarge the existing Lot 41 by
2,977 square feet while reducing Lot #2 by a commensurate amount. The application materials emphasize
that there is no minimum lot area, width, depth or coverage in the C-1 zoning district; that adequate
setbacks from the adjacent residential zones can be provided; that both lots can be built upon after
adjustment; and that there are no physical constraints to pose any concerns. In addition, the application
notes that the adjustment does not make access less conforming and will allow for better driveway
alignment with the driveway across the street.
PA #2016-01894 Council Appeal
April 18, 2017
Page 8
2.7 The Council finds that the application materials include a Tree Protection & Removal Plan
prepared by Landscape Architect Alan Pardee that identifies 24 trees on the property as well as a number
of trees on adjacent properties within 15 feet of the property line. Eight of the site's trees are proposed
for removal with the current proposal. These include: Tree #5, a 20-inch d.b.h. Black Oak; Tree #18, a
12-inch d.b.h. Cedar; Tree 919, a double-stemmed 14-inch d.b.h. Big Leaf Maple; Tree 420, a 30-inch
d.b.h. Cottonwood; Tree 421, a 24-inch d.b.h. Silver Maple; Tree #22, a 10-inch d.b.h. Silver Maple;
Tree #23, an 18-inch d.b.h. Siberian Elm; and Tree #24, a 24-inch d.b.h. Siberian Elm.
In the Tree Removal Permit request, Pardee explains that efforts were made in the planning process to
accommodate the site's trees. He notes that for years, the site was used as a trailer park and as such the
central portion is largely without tree cover and those trees that are in place are primarily concentrated
along the property lines at the perimeter. This arrangement provided for the preservation of the bulk of
the site's trees, and in Pardee's assessment the retention of these larger established trees at the property
boundaries will benefit the site and surrounding properties. He goes on to explain that the tree removals
proposed are in areas that will be disturbed by paving, building construction or utility installation to
develop the site in keeping with the Site Development and Design Standards, and that the Rogue Credit
Union project will include many new trees selected for their hardiness, beauty and longevity selected to
meet Ashland's standards and more than mitigate the removals proposed. He asserts that these removals
will not have a significant negative impact on erosion, soil stability, flow of surface waters, protection of
adjacent trees, or existing windbreaks, or upon the tree densities, sizes, canopies, and species diversity
within 200 feet of the subject property.
SECTION 3. DECISION
3.1 With regard to the appeal request, the City Council finds that the Planning Commission erred in
applying; the Municipal Code with respect to the consideration of contiguous properties under a single
ownership. AMC 18.6.1 defines a lot as, "A unit of land created by a partition or a subdivision or a unit
or contiguous units of land under single ownership, which complies with all applicable laws at the time
such lots were created. Any contiguous ownership of non-conforming lots will be considered one tract of
land." In this instance, the subject property consists of two contiguous units of land under the applicants'
single ownership at the time of the application which are therefore considered here as a single lot for
purposes of reviewing a shadow plan. AMC 18.6.1 further defines a shadow plan as, "A schematic or
conceptual design for future land development when a lot could be developed at a higher intensity. A
shadow plan demonstrates that the proposed development will not impede the future use of the lot to be
fully developed to the required building intensity standards (i. e., Floor Area Ratio), and that the proposed
development has been planned to prevent piecemeal and uncoordinated development." The Council finds
that the shadow plan provided demonstrates that the proposed development will not impede the future use
of the lot to be fully developed to the required Floor Area Ratio standard.
Based on the record of the Public Hearing on this matter, the City Council concludes that the proposal for
Site Design Review approval, and Tree Removal Permits is supported by evidence contained within the
whole record.
PA #2016-01894_Council Appeal
April 18, 2017
Page 9
Therefore, based on our overall conclusions, and upon the proposal being subject to each of the following
conditions, the City Council supports the appeal, reverses the Planning Commission's decision to deny the
application, and approves Planning Action 92016-01894. Further, if any one or more of the conditions below
are found to be invalid, for any reason whatsoever, then Planning Action 92016-01894 is denied. The
following are the conditions and they are attached to the approval:
1) That all proposals and stipulations contained within the application shall be conditions
of approval unless otherwise modified herein, including but not limited to that the western-
most driveway on Ashland Street shall be limited to a right-out only configuration as
described in the Traffic Impact Analysis (TIA).
2) That the plans submitted for the building permit shall be in substantial conformance with those
approved as part of this application. If the plans submitted for the building permit are not
in conformance with those approved as part of this application, an application to modify this
Site Review approval shall be submitted and approved prior to issuance of a building
permit.
3) That the potential redevelopment strategy illustrated in the shadow plan is not being
granted Site Design Review approval here. Site Design Review approval will require a
separate Site Design Review application to address all applicable criteria and standards
including clarifying the proposed uses and parking, and addressing the Basic, Detail and
Large Scale development standards.
4) That the applicants shall obtain necessary Public Works permits prior to any construction
within the public rights-of-way, including but not limited to sidewalk or driveway
installation.
5) That the recommendations of the Tree Commission from their January 5, 2017 meeting
shall be conditions of approval where consistent with applicable standards and with final
approval by the Staff Advisor.
6) That a sign permit shall be obtained prior to installation of any new signage. Signage shall
meet the requirements of Chapter 18.4.7.
7) That the windows on the ground floor shall not be tinted so as to prevent views from
outside of the building into the interior of the building.
8) That the front entrance from Ashland Street shall remain functional and open to the public
during all business hours.
9) That prior to the issuance of a building permit:
a) The building permit submittals shall include identification of all easements, including
any public or private utility easements, access easements, public pedestrian access
easements, and fire apparatus access easements.
b) That the applicants shall provide a revised landscape and irrigation plan which
addresses the recommendations of the Tree Commission from their January 5, 2017
meeting where consistent with the applicable standards and with final approval by the
Staff Advisor. The landscape and irrigation plan shall include: 1)
identification of size, species and placement of six mitigation trees to be planted to
mitigate the removals approved here; 2) irrigation details satisfying the requirements of
PA #2016-01894-Council Appeal
April 18, 2017
Page 10
the Site Design and Use Standards Water Conserving Landscaping Guidelines and
Policies.
C) That the applicant shall provide revised civil drawings detailing: 1) a revised final
utility plan for the parcels to include the location of connections to all public facilities
including the locations of water lines and meter sizes, sanitary sewer lines, storm
drain lines, electric services to serve the proposed building; 2) revised details of the
frontage improvements along Ashland Street which include irrigated street trees
planted in five-foot square planters with tree grates spaced every 30 feet or a seven-
foot planted park row planting strip, and an eight- to ten-foot wide sidewalk along
the full property frontage with appropriate transitions to the existing sidewalks to
the north and south, with any additional right-of-way necessary to accommodate
the required frontage improvements (approximately five feet three inches) either
dedicated to the city, or public pedestrian access easements provided; 3) a storm
drainage plan which demonstrates that post-development peak flow are less than or
equal to the pre-development peak flow for the site as a whole, and which includes
necessary storm water quality mitigation.
d) That the applicants shall submit a final electric distribution plan including load
calculations and locations of all primary and secondary services including
transformers, cabinets and all other necessary equipment to serve the proposed
development for the review and approval of the Electric, Building and Planning
Departments. This plan shall clearly identify any additional services, conduit, etc.
necessary. Electric services shall be installed according to the approved plan at the
applicants' expense, inspected and approved prior to final building inspection or
occupancy permit issuance. All services shall be undergrounded and any additional
transformers or cabinets (if necessary) shall be located in those areas least visible to
the public, while considering the access needs of the Electric Department, and the
electric pull-box shall be located behind the sidewalk, outside of the parkrow
planting strip, for safety reasons as recommended by the Electric Department.
e) Lot coverage calculations including all building footprints, driveways, parking,
and circulation areas shall be included with the building permit submittals. Lot
coverage shall be limited to no more than 85 percent as allowed in the C-1 zoning
district.
f) That storm water from all new impervious surfaces and runoff associated with peak
rainfalls must be collected on site and channeled to the City storm water collection
system (i.e., curb gutter at public street, public storm pipe or public drainage way)
or through an approved alternative in accordance with Ashland Building Division
policy BD-PP-0029. On-site collection systems shall be detailed on the building
permit submittals.
g) That the requirements of Ashland Fire & Rescue shall be adequately addressed, including
that adequate fire apparatus access and firefighter access pathways, approved
addressing, fire flow, fire hydrant clearance, fire department connection (FDC), and
key box(es) shall be provided, and that any gates, fences or other obstructions to fire
access shall be clearly shown on the plans for review and approval by Ashland Fire
PA 42016-01894_Council Appeal
April 18, 2017
Page 11
and Rescue.
h) That exterior building materials and paint colors shall be detailed in the building
permit submittals, and shall be compatible with the surrounding area and consistent
with the exterior building colors reviewed as part of this application.
i) That bicycle parking shall be shown in the building permit submittals. Inverted u-
racks shall be used for the bicycle parking, and all bicycle parking shall be installed in
accordance with the rack design, spacing and coverage standards in AMC 18.4.3.070
prior to the issuance of the certificate of occupancy.
j) That the applicants shall obtain a Tree Verification inspection to verify that the trees
to be removed are appropriately identified on site prior to their removal and that
the trees to be protected have appropriate preservation measures in place prior to
permit issuance or any site disturbance including staging, storage of materials or
commencement of construction.
k) A revised Site Plan identifying pedestrian easements to enable connectivity with
adjacent properties shall be provided for the review and approval of the Staff
Advisor.
10) That prior to the approval of the final building inspection or issuance of a certificate of
occupancy:
a) That all required landscaping, handscaping and irrigation shall be installed according to
the approved plans, inspected and approved by the Staff Advisor.
b) That all required frontage improvements including sidewalks and irrigated street
trees shall be completed according to the approved plans, inspected and approved by
the Staff Advisor. Street trees shall be selected from and planted according to the
standards in the city's Recommended Street Trees guide.
C) That all exterior lighting shall be directed on the property and shall not directly
illuminate adjacent proprieties. Lighting specifications and shrouding details
shall be included in the building permits submittals and their installation site-
verified prior to occupancy.
d) That the screening for the trash and recycling enclosure shall be installed in
accordance with the Site Design and Use Standards.
April 18, 2017
John Stromberg, Mayor Date
City of Ashland
PA 42016-01894_Council Appeal
April 18, 2017
Page 12
Council Business Meetinq
April 18, 2017
Title: EPA WaterSense Labeling Program: Letter of Support
From: Julie Smitherman Water Conservation Specialist
Julie.smitherman@ashland.or.us
Summary:
The Environmental Protection Agency's (EPA) WaterSense labeling program is in danger of
losing its funding. The Alliance for Water Efficiency (AWE) is asking its members to provide
their signature on a letter that AWE has drafted and will send to EPA Administrator Scott Pruitt
seeking continued funding for the WaterSense program for the remainder of FYI7 as well as
FYI 8. AWE is a stakeholder-based nonprofit organization dedicated to the efficient and
sustainable use of water and the North American advocate for water efficient products and
programs.
Actions, Options, or Potential Motions:
I move to authorize the Mayor to sign the Alliance for Water Efficiency letter in support of the
EPA WaterSense labeling program on behalf of the City of Ashland.
Staff Recommendation:
Staff recommends that the City of Ashland authorize the Mayor to sign the AWE letter of
support for EPA WaterSense labeling program.
Resource Requirements:
N/A
Policies, Plans and Goals Supported:
Collaborate with the community to ensure safe, cost-effective, and sustainable public services,
facilities and utilities to meet the urgent, immediate and future needs of Ashland.
Background and Additional Information:
The EPA WaterSense program is vital to the water efficiency community, and it has been a
cornerstone of our efforts for a decade. WaterSense helps people save water with a product label
(similar to that of the Energy Star label) and tips for saving water indoors and out. Products
bearing the WaterSense label have been independently certified to perform well; help save water,
energy, and money; and encourage innovation in manufacturing.
WaterSense partners with manufacturers, retailers and distributors, and utilities to bring new
products to the marketplace and make it easy to purchase high- performing, water-efficient
products. WaterSense also partners with professional certifying organizations to promote water-
efficient landscape irrigation practices.
Page I of 2 CITY OF
ASHLAND
The City of Ashland's Water Conservation Program offers customers a toilet rebate for installing
a qualifying WaterSense labeled toilet. The toilet must be labeled with WaterSense in order to
be eligible. Our giveaway products, such as showerheads, faucet aerators and pre-rinse spray
valves are also WaterSense labeled. Because of this label, our customers know they are getting a
reliable and efficient product. Additionally, smart irrigation controllers are now being tested and
labeled by WaterSense. If the City of Ashland were to decide to offer a "Smart Controller"
rebate in the future, we would want to make WaterSense a requirement of that program as well.
Because the WaterSense program has never been Congressionally authorized, it does not have its
own budget line item, and for the past ten years it has been funded only at the discretion of the
EPA Administrator.
Attachments:
EPA Mernorandum: Major Policy and Final Resource Decisions
EPA WaterSense Fact Sheet
List of letters of support from stake-holders
Support the EPA WaterSense Program Letter
11 i
lz,V Sep
~ `fro
i
E_ PA
Page 2of2 CITY OF
ASHLAND
J~~jto StItisr
z1 i UNITED STATES ENVIRONMENTAL PROTECTION AGENCY
` WASHINGTON, D.C. 20460
%
q< PAOW
MAR 2 i 2017
MEMORANDUM OVI C1 01F rffr
CH11:1- FINANCIA1 Or-F ICC11
SUBJECT: r sident's Budget: Major Policy and Final Resource Decisions
FROM: Da ' &ief g Financial Officer
TO: Acting General Counsel
Acting Assistant Administrators
Inspector General
Chief of Staff
Acting Regional Administrators
This memorandum communicates final resource levels and policy guidance. to support the
Environmental Protection Agency's FY 2018 President's Budget submission to Congress. The agency's
budget will be submitted at $5,655 billion, a 31 percent decrease from the FY 2017 annualized
Continuing Resolution level, and it assumes a full time equivalent ceiling of 11,547.6.
This resource level will require taking a comprehensive look at our priorities and thinking differently
about the best ways to accomplish our core statutory responsibilities. The agency will need to update
and strengthen performance information in support of this direction. The Administration intends to use
an evidence-based approach to improving programs and services including reporting critical
performance metrics.
The Administration's focus on infrastructure is reflected in funding levels for the nation's drinking and
wastewater infrastructure, at $2.3 billion for the State Revolving Funds and $20 million for new Water
Infrastructure Finance and Innovation Act program. Brownfields project efforts are supported at $75
million. In addition, the work required for the new `CSCA legislation is supported with a S14 million
increase.
The agency's work will center on our core legal requirements, federal-only and national efforts,
providing support to states in implementing environmental laws, and easing regulatory burden.. In line
with this approach, many voluntary programs are eliminated. Locally-focused geographic efforts also
are eliminated, including the geographic programs and Alaska Native Villages and Mexico Border
activities. Non-core international efforts are reduced as well. Reductions.to other work will require
priority-setting across ongoing activities. Notably, fee-based funding is encouraged.
Reductions impact state and tribal categorical grant funding, provided at $597 million. Within these
levels, voluntary programs along with certain mature programs are eliminated. Again the focus will be
on priority core requirements. We will need to work together with our partners to reshape our priorities "
and programs, streamline activities and avoid duplication.
Reeycicdlftucyctadic • ~rE:itvil "nt:E `::•i(,=;Ap!e? i ~i~5~tf istk:> lEt E: . F',,L(::. •,•,,:ruF''r:Ct'ti: a, ''a1rEi• i:,r'ri- Fir`.^~'ti.•.1 t=3(;ie
These resource levels require its to think about the work we do and how we do it, the way we are
organized and the geographic location and spaces we occupy. The agency will continue to seek
opportunities to reduce further our facility footprint and/or implement planned and pending moves in an
expedited and cost effective manner. The OARM will work closely with impacted program and regional
offices to ensure we implement this new model consistently across the agency and that we support our
core agency opemtions.
To provide additional clarity on priorities, as well as deliberation on options and impacts; I am asking
you to provide details on those activities that will be supported, reduced and eliminated at this level of
funding relative to FY 2016 activities. These responses will be provided to leadership for review and
concurrence or follow on discussions, as appropriate, to support the development of the budget request.
The template to complete this request is attached. This work will be the foundation for the agency's FY
20 18 Congressional Justification and accompanying communications that will follow its release.
Programs are expected to work with appropriate lead regions. I thank you in advance for your attention
to this aspect of our 1~ Y 2018 budget.
The untimely release of informatioh is not productive and creates unintended consequences. Please
share the materials only with those individuals who need to have access, i.e., your program leaders and
resource management community members who are directly involved in developing the President's
Budget and the agency's Cotlgressional Justification. Consistent with prior budget preparation activities,
the office of Management and Budget's Circular A-II stipulates that, until the President releases the
budget, this memorandum, attachments. and all budget presentation materials, are confidential and must
be protected to puvvent release outside the agency.
More information regarding final funding mid policy guidance as well as a revised schedule for
developing the FY 2018 President's Budget and supporting Congressional Justification are attached.
Further detailed technical guidance is forthcoming from Carol Terris, Director of the Office of Budget,
and Katlxy O'Brien, Director of the Office of Planning, Analysis and Accountability.
Thank you again in advance for all your efforts as we begin to plan for this new direction.
Attac:luiicnts
Attachment A: Resource Guidance
Attachment B: Eliminated Programs
Attaclunent C: Categorical Grants
Attachment D: Major Policy Issues Guidance
knachm3ent E: Templates for Program Activities in FY 2018
Attachment F: Major Milestones
cc: Acting Deputy Administrator
Acting Deputy Assistant Administrators
Acting Deputy Regional Administrators
Deputy Chief of Staff 3
Associate Assistant Administrators . s
Assistant Regional Administrators
Confidential and Pre-Decisional Information Attachment A
President's Budget: Base Budget Adjustments
- t
OW / EPM / Geographic Program: Other
$69657 K; 4.9 FTE ($7) 0.0 ($6,650) (4.9)
This program has been eliminated. Please see attachment on eliminated programs for
details.
OW / EPM / Homeland Security: Critical Infrastructure Protection
$810 K; 1.0 FTE (5810) (1.0) $0 0»0
This program has been eliminated. Please see attachment on eliminated programs for
details.
OW / EPM / Marine Pollution
54,246 K; 37A FTE (53,593) ( 16-a) ($651) (20.9)
This program has been eliminated. Please see attachment on eliminated programs for
details.
OW / EPM / National Estuary Program / Coastal Waterways
$"209495 K; 43.6 FTE ($3,500) (16.6) ($16,995) (27.0)
This program has been eliminated. Please see attachment on eliminated programs for
details.
OW / EPM / Surface Water Protection
$50,092 K; 11023.9 FTE ($18,980) (25.0) SO (61.8)
This program change decreases $18,980K in non-pay resources and 86.8 FTE. The
WaterSense program is eliminated as part of the effort to better target and prioritirr
activities to support decision-making related to core environmental statutory requirements
(this includes 8.0 FTE and $1,975K in extramural support). This program reduction
supports a refocus on core statutory requirements, avoiding duplication with states or
entities, a shmmlining of agency priorities, and the reduction of regulatory burden. This
reduction also reflects deceased workload due to reduced or eliminated grants
administered by the prograrn.
OW / EPM / Wetiands
$11,677 K; 1373 FTE ($426) (5.2) ($487) (17.1)
This program change decreases $913K in non-pay resources and 22.3 FTE. This reduction
reflects a refocus toward core Clean Water Act Sec. 404 activities (i.e. timely review of
permits) and decreased workload associated with significant reductions to state and tribal
Wetlands Program Development grants.
OW / EPM / Great Lakes Restoration.
(S279) (1.0) ($287,905) {69.7)
$288,184 K; 70.7 M
This program has been eliminated- Please see attachment on eliminated programs for
details.
OW / EPM / Geographic Fr ogzm: South Florida
($1) 0.0 ($19474) (1.4)
$1 ,475 K; 1.4 FTE
This program has been eli.mnaged. "lease see attachment on eliminated programs for
details.
Dollars in Thousands
22
EPA WaterSense®
WaterSense is a voluntary partnership program of the U.S. EPA with the goal of protecting the future of the U.S. water
supply. By promoting and enhancing the market for water-efficient products and services, WaterSense makes every
drop count by leveraging relationships with key utility, manufacturer and retail partners across the U.S.
In March 2017, the White House proposed substantial cuts to the EPA's budget that would reduce the agency's budget by
31%, shrink the agency's workforce by one-fifth, and eliminate more than 50 programs, including WaterSense. This Fact
Sheet highlights the achievements of the WaterSense program, produced with an annual budget of less than $2 million.
WaterSense Is Good for American Businesses and American Jobs
• WaterSense fuels innovation in American manufacturing and is strongly supported by the plumbing and irrigation
industry. WaterSense performance standards and independent certifying process helps start-ups get to market more
quickly and helps companies differentiate their products in the marketplace.
• More than 1,700 manufacturers, retailers and distributors, water and energy utilities, state and local government, non-
profit and trade organizations, irrigation training organizations, and home builders strengthen their businesses through
partnerships with WaterSense.
• Businesses can reduce their operating costs and increase resiliency by updating
their facilities with WaterSense-labeled fixtures and appliances.
• Homeowners and businesses can hire any of the 2,200 WaterSense-certified
irrigation professionals to help design, install, and maintain an irrigation system
that delivers a healthy landscape while minimizing waste. EPA
WaterSense Helps Americans Save Money and Provides Choices 1Nater Sen S e
WaterSense helps people save
• WaterSense-labelled products have saved more than $32.6 billion on American water with a product label and
families' water, sewer, and energy bills. tips for saving water indoors and
• Water rates are rising nationwide, putting more pressure on family budgets. The out. Products bearing the
average family spends $1,100 per year in water costs, but can save $350 from WaterSense label have been
retrofitting with WaterSense labeled fixtures and ENERGY STAR" qualified independently certified to
appliances. perform well; help save water,
energy, and money; and
• Thanks to WaterSense and its partners, American families and businesses can buy encourage innovation in
WaterSense-labeled products that use at least 20 percent less water and work as manufacturing. WaterSense
well as or better than standard models. partners with manufacturers,
• Americans can choose from more than 16,000 available models of WaterSense- retailers and distributors, and
labeled products for bathrooms, commercial kitchens and irrigation systems. utilities to bring new products to
the marketplace and make it
WaterSense Helps Create Thriving and Resilient Communities easy to purchase high-
performing, water-efficient
• WaterSense has already saved more than 1.5 trillion gallons of water. That's more products. WaterSense also
than the amount of water used by all of the households in California for a year! partners with professional
• Saving water helps protect our water future. It means we can serve more people certifying organizations to
today and secure supplies for future generations. It saves water for emergencies. promote water-efficient
landscape irrigation practices.
And, it leaves more water in lakes, rivers and underground aquifers to support
water-based recreation and wildlife habitat.
WaterSense Is a Cost-Effective Investment and Eliminating WaterSense Endangers our
Economy, Our Communities and Our Families
• With an annual budget of $2 million, WaterSense produces benefits that far outweigh its costs - strengthening our
economy, protecting water for our communities, and helping families maximize their budgets.
• Without WaterSense, 212 billion kilowatt hours of electricity would not have been saved. That's a year's worth of power
to more than 19.4 million American homes.
Data sourced from the 2015 EPA WaterSense Accomplishments Report, http5://www3.epa.gov/watersense/docs/ws accomplishments 201s.pdf
Alliance for Water Efficiency 1 33 N. LaSalle Street, Suite 2275 1 Chicago, Illinois 60602 1 www.aIlianceforwaterefficiency.org I P. 773-360-5100 1 F: 773-345-3636
Below are the letters of support the Alliance for Water Efficiency have collected to-date-please share any and all of these
names with your Board.
1. Alliance for Water Efficiency
2. AIQUEOUS
3. American Rivers
4. American Standard/LIXIL Water Technologies Americas
5. Aqua Water Supply Corporation
6. Arizona Municipal Water Users Association
7. Arizona Nursery Association
8. Association of Metropolitan Water Agencies
9. Boulder Associates Al Ulce
10. Calyx t1'ater
11. Carilion Clinic M EfT'iciei icti-
12. City of Avondale, AZ
13. City of Goodyear, AZ
14. City of Guelph, ON Coalition to Save
15. City of Olympia, WA
16. City of Stuart, FL
17. City of Tumwater, WA
18. Cobb County Water System WaterSense
19. Colorado WaterWise
20. Connecticut Water Company
21. Delta Faucet Company
22. Econics
23. El Dorado Irrigation District
24. Elevate Energy
25. Ewing Irrigation Et Landscape Supply
26. Flow Dynamics, LLC
27. Foundation for Rural Housing, Inc.
28. HydroTech Solutions
29. Kohler Co.
30. Lake Havasu City
31. Las Virgenes Municipal Water District
32. Maddaus Water Management, Inc.
33. Madison Water Utility
34. Marin Municipal Water District
35. National Turfgrass Evaluation Program
36. Neponset River Watershed Association
37. Portland Water Bureau
38. Region of Peet, ON
39. Regional Water Authority
40. Same Drop
41. Sammamish Plateau Water
42. Seelig and Associates
43. Site Line
44. Southern,Oregon Landscape Association
45. Sustainable Waters
46. The Ashkin Group, LLC
47. The IAPMO Group
48. Tucson Water
49. U.S. Golf Association
50. University of Arizona
51. Utah State University
52. Waterkind Consulting Services, Ltd.
53. Watershed, LLC
54. West Basin Municipal Water District
Thank you for your support!
Chelsea Hawkifas, MSc, Esq.
Program Planner
Alliance for Water Efficiency
33 N. LaSalle St., Ste. 2275
Chicago, Illinois 60602
(P) 773-360-5100 1 (F) 7 73-345-3636
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41712017 Alliance for Water Efficiency Homepage j
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Support the EPA WaterSense® Program
epa
The Honorable Scott Pruitt
Administrator
The U.S. Environmental Protection Agency
1200 Pennsylvania Avenue, NW
Washington, DC 20460
Dear Administrator Pruitt:
The Alliance for Water Efficiency and the undersigned water utilities, manufacturers, distributors, consumer groups, and
water efficiency advocates join in urging you to continue to fund EPA's highly successful WaterSense program, a
voluntary public-private partnership that has saved American consumers more than $33 billion in water and energy bills
over the past decade.
WaterSense is a voluntary program, not a regulatory one, and it costs less than $2 million dollars a year to administer. It
is universally supported by consumers, manufacturers and the public and private agencies charged with supplying water
to American households and businesses. Since its inception in 2006, it has been immensely successful at achieving its
goal of reducing water consumption. An estimated 1.5 trillion gallons have been saved using WaterSense-labeled
products.
WaterSense Is Also Good for American Businesses and American Jobs
• WaterSense fuels innovation in American manufacturing and is strongly supported by the plumbing and irrigation
industry. WaterSense performance standards and independent certifying process helps start-ups get to market
more quickly and helps companies differentiate their products in the marketplace.
• More than 1,700 manufacturers, retailers and distributors, water and energy utilities, state and local government,
non-profit and trade organizations, irrigation training organizations, and home-builders strengthen their
businesses through partnerships with WaterSense.
Businesses can reduce their operating costs and increase resiliency by updating their facilities with WaterSense-
labeled fixtures and appliances.
• Homeowners and businesses can hire any of the 2,200 WaterSense-certified irrigation professionals to help
design, install, and maintain an irrigation system that delivers a healthy landscape while minimizing waste.
WaterSense Helps Americans Save Money and Provides Choices
• WaterSense-labelled products have saved more than $32.6 billion on American families' water, sewer, and
energy bills.
• Water utilities, many of whom have been facing drought and other supply constraints in recent years, utilize
WaterSense certified products as a vital tool that they can promote through conservation outreach and rebate
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4512017 Alliance for Water Efficiency Homepage
programs, saving ratepayers the expense of each utility certifying water savings of products separately.
• Thanks to WaterSense and Its partners, American families and businesses can buy WaterSense -labeled
products that use at least 20 percent less water and work as well as or better than standard models.
• Americans can choose from more than 16,000 available models of WaterSense-labeled products for bathrooms,
commercial kitchens and irrigation systems.
WaterSense Helps Create Thriving and Resilient Communities
• WaterSense has already saved more than 1.5 trillion gallons of water. That's more than the amount of water used
by all of the households in California for a year!
• Saving water helps protect our water future. It means we can serve more people today and secure supplies for
future generations. It saves water for emergencies. And, It leaves more water in lakes, rivers and underground
aquifers to support water-based recreation and wildlife habitat.
WaterSense Is a Cost-Effective Investment and Eliminating WaterSense Endangers our Economy and Our
Communities
• With an annual budget of $2 million, WaterSense produces benefits that far outweigh its costs -strengthening
our economy, protecting water for our communities, and helping families maximize their budgets.
Without WaterSense, 212 billion kilowatt hours of electricity would not have been saved. That is a year's worth of -
power to more than 19.4 million American homes.
Since the WaterSense program has never been authorized by Congress, its modest costs have been paid from
discretionary funds available to previous EPA administrators of both parties. We urge you to continue this practice for
both FY 17 and FY 18 so that this valuable and highly productive partnership between government and the private
sector can continue.
4
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Council Business Meetinq
April 18, 2017
Title: Public Hearing on the 2016 Community Development Block Grant Award
and CDBG Action Plan Development
From: Linda Reid Housing Program Specialist
reidl@ashland.or.us
Summary:
The City of Ashland has received four applications for $258,036 in competitively available
Community Development Block Grant (CDBG) funds. The total CDBG allocation to the City of
Ashland for the 2017 Program Year is $158,726. Of this amount 20% is reserved for program
administration ($31,745). The remaining $126,981, plus $131,055 in reprogrammed and
unallocated funds from program years 2015 and 2016, may be awarded to eligible projects
benefiting Ashland's low-income population. The total amount of CDBG funds available to
award to capital improvement projects in Program year 2017 is $258,036. $23,808, is available
for award to Public Service activities (15% of the anticipated 2017 Program Year allocation).
Actions, Options, or Potential Motions:
I move to direct staff to draft the 2017 Annual Action Plan for the use of Community
Development Block Grant funds reflecting the award of CDBG funding for the 2017 Program
year as follows:
• Award $ to St. Vincent De Paul-Home Visitation Program
• Award $ to Maslow Project
• Award $ to Family Solutions for rehabilitation of their Ashland Facility
• Award $ to Ashland Tiny House Village
Staff Recommendation:
Staff recommends award of the 2017-2018 CDBG funds as follows:
• $59,348 to Family Solutions for the rehabilitation of their Ashland Facility
• $16,665 to St. Vincent De Paul Home Visitation Program
• $7,143 to Maslow Project School Based Services
• $ 0 to Ashland Tiny House Village
Staff s recommendations are based on evaluation of CDBG eligibility, the City's five year
Consolidated Plan Goals, agency experience and capacity, and readiness to proceed.
Housing and Human Services Commission Recommendation:
The Housing and Human Services Commission reviewed the CDBG applications and made a
recommendation at their regular meeting on March 23rd. The Housing and Human Services
unanimously voted to make a funding recommendation to the Council that is consistent with the
staff recommendation. Rohde/Gunderson m/s to accept the staff recommendation for the
Community Development Block Grant funds.
Page Iof4 CITY of
ASHLAND
Resource Requirements:
The CDBG program is funded by Federal grants through HUD and no City of Ashland funds will
be used for CDBG activities. In addition, 20% of the annual grant award will be made available
to cover administrative costs associated with carrying out grant administration and CDBG
program requirements.
Policies, Plans and Goals Supported:
2. Promote effective citizen communication and engagement.
2.1 Engage community in conversation about core services, desired service levels and
funding mechanisms.
5. Seek opportunities to enable all citizens to meet basic needs.
5.2 Support and promote, through policy, programs that make the City affordable to live
in.
5.2. a. Pursue affordable housing opportunities, especially workforce housing. Identify
specific incentives for developers to build more affordable housing.
5.3 Leverage partnerships with non-profit and private entities to build social equity
programming.
6. Develop supports to enable citizens to age in Ashland
6.1 Support and augment existing programs.
7. Keep Ashland a family-friendly community.
7.1 Support educational and enrichment programs in the community.
7.3 Support land-use plans and policies that encourage family-friendly neighborhoods.
BackLyround and Additional Information:
The City of Ashland is an entitlement jurisdiction and receives a direct allocation of Community
Development Block Grant (CDBG) funds from the Department of Housing and Urban
Development (HUD). The City of Ashland provides Community Development Block Grant
funds to eligible affordable housing providers and non-profit organizations for capital
improvement and public service projects within the City of Ashland. The City Council is to
evaluate the four proposals requesting CDBG funds. Upon review of the proposals, and after
taking any public testimony at a public hearing, the Council shall award funding to the selected
applicant(s).
The 2017-18 City of Ashland allocation of CDBG funds is anticipated to be $158,726. Twenty
percent of this allocation ($31,745) is set aside for administration of the CDBG program. The
remaining $126,981 plus $131,055 in unallocated and reprogrammed grant funds from program
years 2015 and 2016 may be awarded to eligible projects benefiting Ashland's low-income
population. The CDBG regulations only permit 15% of the City's annual allocation to be
directed toward public service projects. As such only $23,808 in CDBG funding is available for
award to support eligible public service projects during the 2017 program year. All CDBG
awards granted must be to eligible projects meeting the CDBG national objectives and which are
consistent with the goals identified in the City's 2015-2019 Consolidated Plan for the Use of
CDBG funds.
Page 2of4 CITY OF
ASHLAND
The attached Staff Evaluation, dated March 23, 2017, contains a complete background of funding
availability, the award process, staff's assessment of each proposal, and the relevant CDBG
program criteria relating to the award of CDBG funds and each of the applications received.
Proposals Received: The City of Ashland has received five applications for competitive 2017
CDBG funds. The applications received are attached and include the following:
• St.. Vincent De Paul (SVDP)-$25,500 requested to fund emergency rent and deposit
assistance for qualified low income households in an effort to prevent homelessness.
• Maslow Project-$10,000 requested for outreach and case management for homeless youth
enrolled in the Ashland school district.
• Ashland Tiny House Group-$193,250 requested to acquire and develop property on
which to place 50 unit of transitional housing to serve 50 low income households.
• Family Solutions-$59,348 requested to complete needed repairs to a facility serving
children and families engaged in the foster care system.
A total of $258,036 in CDBG funds is available to distribute to eligible recipients for projects
meeting the CDBG national objectives, and which are consistent with the City of Ashland 2015-
2019 Consolidated Plan. The maximum allocation allowable to be used to support public service
activities is limited to $23,808.
CDBG funds will be available upon HUD's approval of the 2017 Action Plan, and upon the
completion of any regulatory requirements including but not limited to environmental review
clearance. Upon completion of the Action Plan a public hearing for review and approval will be
held by the Housing and Human Services Commission to ensure consistency with the awards
designated by the City Council. HUD must review the annual Action Plan submitted by the City
to ensure the activities funded are consistent with federal requirements, and with Ashland's
Consolidated Plan.
The Housing and Human Services Commission reviewed the CDBG applications at its regular
meeting on March 23rd. The Commission forwarded a recommendation to the Council which is
consistent with staff's recommendations.
HUD Timeliness Rule
The CDBG program has a stipulation that grant administrators plan for the timely expenditure of
funds. This is called timeliness. Timeliness refers to how quickly the grantee is able to commit
and expend CDBG funding. The program rule for timeliness is that the grantee cannot have
more than 1.5 times their annual allocation sitting in their line of credit at the U.S. Treasury. The
analysis for timeliness is calculated 60 days prior to the end of the grantee's program year (The
timeliness test will be run in May as June 30th is the end of the City's program year). If a grantee
has more than 1.5 times their allocation in their line of credit they will be required to submit a
"work out plan" to HUD to explain how the money will be utilized to avoid chronic timeliness
issues. A grantee that shows chronic timeliness issues is at risk of having HUD withhold future
grants until the grantee can expend existing resources. Due to the City's small allocation, the
City reaches the 1.5 timeliness threshold more quickly than most grantees. Given the current
formula allocation the City can have up to $238,089 in funding in the line of credit without
triggering the timeliness rule. Previously allocated but yet unexpended grant funds count toward
Page 3 of 4 CITY OF
ASHLAND
this total, and the amount of unallocated carry over funds, allocated but unexpended funds and
new grant funds the City will receive have the potential to put Ashland over the 1.5 ratio. It is
imperative that the City demonstrate that with current awards the City will expend sufficient
grant funds to meet the 1.5 standard in the coming fiscal year. The City is on track to meet the
timeliness standard for the current year and if the Council makes a final award determination that
is consistent with the staff and Housing and Human Services Commission recommendation the
City will be able to draw down approximately $83,000 in funding and meet the timeliness
standard by May of 2018.
Attachments:
Staff Evaluation of CDBG 2017
Links
Maslow Project Proposal
St Vincent De Paul Proposal
Familv Solutions Proposal
Ashland Tinv House Village Proposal
March 23. 2017 H&HS Commission Minutes
Page 4 of 4 CITY OF
ASHLAND
CITY OF
ASHLAND
Staff Evaluation
To: Ashland Housing and Human Services Commission
Title: Community Development Block Grant (CDBG) 2017 RFP
Date: March 23, 2017
Submitted By: Linda Reid, Housing Program Specialist
The City of Ashland has received four applications for $258,036 in competitively available Community
Development Block Grant (CDBG) funds. The anticipated CDBG allocation to the City of Ashland for
the 2017 Program Year is $158,726. Of this amount 20% is reserved for program administration
($31,745). The remaining $126,981, plus $131,055 in reprogrammed funds from program year 2016,
may be awarded to eligible projects benefiting Ashland's low-income population. The total amount of
CDBG funds available to award to capital improvement projects in Program year 2017 is $258,036.
$23,808, is available for award to Public Service activities (15% of the 2017 Program Year allocation).
The City of Ashland Housing and Human Services Commission will hold a public hearing on
March 23, 2017 to review the grant requests and make a recommendation to forward to the City Council
for consideration. The Council will make the final award selections at a public hearing scheduled for
April 18, 2017. Staffs eligibility assessment of each of the proposals received, and recommendations
regarding the allocation of the 2017 CDBG funds are provided on the following pages.
Proposals Received
Organization Proposed Project CDBG Goal Consolidated Plan
Funds Goal and Rank*
Requested
St. Vincent De Assist low income and at risk $25,500 With CDBG funds Support services
Paul Households with emergency provide 47-50 low for Homelessness
funding to prevent homelessness. income individuals outreach,
*Public Service with emergency rent prevention and
and security deposit transition-High
assistance to avoid
homelessness)
Maslow Project Encourage stability, self-sufficiency $1000 Provide access to Support services
and school achievement for basic needs, for Homelessness
homeless youth. information and outreach,
*Public Service referral. Provide case prevention and
management to transition-High
improve stability to
approximately 85-90
identified homeless
youth ages 0-21.
/r
Ashland Tiny Acquisition or lease and public $193,250 Acquire and develop Creation and
House Group facilities Improvements to yet to be property on which to Maintain
identified property on which to place 50 units of Affordable
place 50, 140 square foot units and transitional housing to Housing
a community kitchen, bath and serve 50 low-income Units/Units
laundry facility. households. Occupied by low-
*Capital Project moderate income
and/or presumed
benefit
populations-High
Family Solutions Funding to Rehabilitate a Public $59,348 Complete needed Support housing
Facility used to provide services for repairs to a facility and services for
children and families engaged in serving children and peoples with
the foster care system. families engaged in special needs.-
*Capital Project the foster care system. High
FundinjZ Requested/Available
A total of approximately $258,036 in CDBG funds is expected to be available to distribute to eligible
recipients for projects meeting the CDBG national objectives, and which are consistent with the City of
Ashland 2015-2019 Consolidated Plan. The maximum allocation allowable to be used to support public
services is limited to approximately $23,808.
These funds will be available upon approval of the 2017 Action Plan, and upon the completion of any
regulatory requirements including but not limited to environmental review clearance. Upon completion
of the Action Plan a public hearing for review and approval will be held before the Housing and Human
Services Commission to insure consistency with the awards designated by the City Council. The U.S.
Department of Housing and Urban Development (HUD) must review the annual Action Plan submitted
by the City to ensure the activities funded are consistent with federal requirements, and with the local
Consolidated Plan. The City will reserve the right to award more or less than this estimate dependent on
the final entitlement amount authorized by Congress and the Department of Housing and Urban
Development.
Assessment Criterion
Staff has assessed the proposals to determine whether they meet the Federal CDBG regulations and
address the priorities identified within the City of Ashland 2015-2019 Consolidated Plan.
Three areas are evaluated for each proposal regarding compliance with federal regulations.
• Projects must meet the National Objective of the Community Development Block Grant
Program.
• All CDBG funded projects must be an "eligible" use under the Community Development Block
Grant Program.
• If a project meets all federal requirements and is selected for award, then federal regulations
must be met throughout the course of the project.
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Some examples of federal regulations which pertain to Community Development Block Grant funded
projects are; all projects funded in whole or in part, with CDBG dollars require an environmental review
in accordance with the National Environmental Policy Act (NEPA). Certain construction projects must
use federal Davis-Bacon wage rates. Housing involving structures built prior to 1978 must be tested for
the presence of Lead Based Paint and if found steps to mitigate Lead Based Paint must be taken. Any
project involving the displacement of residents or businesses as a result of the federally funded project
are entitled to assistance under the Uniform Relocation Act. Most importantly the beneficiaries from the
application of CDBG funds must qualify as eligible populations under the Federal requirements for the
CDBG program. Areas of concern are described for each proposal received. The Housing and Human
Services Commission and the City Council can only award CDBG funds to projects that can meet all
federal requirements and meets an objective as outlined in the City's 2015-2019 Consolidated Plan.
Priorities within the City of Ashland's 2015-2019 Consolidated Plan are given a priority ranking of
High, Medium, or Low. The rankings are intended to assist in directing CDBG funds to the greatest
needs. In cases where there are competing projects for limited funds, the projects(s) that are ranked the
highest will be funded.
Public Service Proposal Evaluation
St. Vincent De Paul-Home Visitation Program
Staff has reviewed the St. Vincent de Paul (SVDP) program proposal to determine whether it meets the
Federal CDBG regulations, and if the proposal addresses the priorities within the City of Ashland 2015-
2019 Consolidated plan. St. Vincent's has requested $25,500 to assist homeless and at-risk populations
in obtaining and maintaining housing.
• This project proposal qualifies under the Low-Moderate Income (LMI) benefit national
objective.
• Generally income payments (payments to an individual or family, which are used to provide
basic; services such as food, shelter (including payment for rent, mortgage, and/or utilities) are
ineligible public service activities when such payments are provided as a grant. However, such
expenditures are eligible if, the income payments do not exceed three consecutive months; and
the payments are made directly to the provider of services on behalf of an individual or family.
This project meets those criteria.
• St. Vincent has a proven capacity to administer CDBG grant funding, this would be SVDP's
sixth year of undertaking this activity in Ashland.
• SVDP expects to assist 47-50 individuals attain or maintain housing.
• Staff finds that SVDP's proposal would merit a priority of high on the priority ranking identified
within the City of Ashland's 2015-2019 Consolidated Plan.
Staff sees that St. Vincent's proposal is an eligible use of CDBG funds and is consistent with the City of
Ashland Strategies as outlined in the 5 year Consolidated Plan. This activity assists in the prevention of
homelessness for low-income and special needs households. Further this project meets and exceeds the
10% leverage requirement of the City of Ashland's CDBG program providing more than double the
requested grant funds and leveraging further funds from other sources. The St. Vincent De Paul Home
Visitation Program has successfully administered Community Development Block grant funds for the
past six years.
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Maslow Project-School Based Services for Ashland Homeless Youth
Staff has reviewed the Maslow Project, School Based Services for Ashland Homeless Youth Proposal to
determine whether it meets the Federal CDBG regulations, and if the proposal addresses the priorities
within the City of Ashland 2015-2019 Consolidated Plan. Maslow Project requested $10,000 in Public
Service Grant funds to continue to support a case manager in the elementary, middle and high schools,
providing outreach to high risk homeless youth and providing them with immediate needs, case
management to keep youth engaged in school and promote stability and self-sufficiency for the
homeless youth and their families.
• This project proposal qualifies under the Low-Moderate Income (LMI) benefit national
objective; homeless populations are a presumed benefit population under the CDBG program.
• Services to homeless and at-risk populations are an eligible use of CDBG funds.
• Maslow's proposal expects to provide services to 85-90 identified homeless school children
currently enrolled in the Ashland School District.
• Maslow Project has proven capacity to administer CDBG grant funds-this would be Maslow's
fifth year of undertaking this activity in Ashland.
• Staff finds that Maslow Project's proposal is consistent with goals identified in the City of
Ashland's 2015-2019 Consolidated Plan.
In evaluating the proposal it is evident that the proposed project has a priority ranking of High.
Staff sees that Maslow Project's proposal is an eligible use of CDBG funds and is consistent with the
City of Ashland Strategies as outlined in the 5 year Consolidated Plan. This activity assists in the
prevention of homelessness for low-income households. Maslow has successfully administered this
program within the Ashland School District for the past five years. Furthermore, this project meets and
exceeds the 10% leverage requirement of the City of Ashland's CDBG program and leveraging funding
from other sources.
Capital Improvement Proposals
Ashland Tiny House Village (ATHV)-Land Acquisition/Lease/Site Development
Staff has reviewed the Ashland Tiny House Village (ATHV) proposal to determine whether it meets the
Federal CDI3G regulations, and if the proposal addresses the priorities within the City of Ashland's
2015-2019 Consolidated plan. ATHV has requested $193,250 in grant funds to either acquire land or
lease land and complete public facilities improvements to support the development of 50 small rental
housing/transitional housing shelters to rent to income qualified households and homeless households.
• This transitional housing for homeless and income qualified households qualifies under the Low-
Moderate Income (LMI) benefit national objective.
• Services to homeless and at-risk populations are an eligible use of CDBG funds.
• ATHV's proposal expects to provide Shelter for up to 50 homeless and at risk households.
• While ATHV is the applicant, SquareOne Villages is the fiscal sponsor for ATHV and therefore
would ultimately be the responsible entity for administration of the grant funds. SquareOne
Villages has not previously administered CDBG funding, this would be their first CDBG funded
pro j ect.
or
/r
• Staff finds that ATHV's proposal is consistent with goals identified in the City of Ashland's
2015-2019 Consolidated Plan.
• With the exception of the $30,000 identified for site development, none of the other items for
which funding is requested are eligible expenses under the CDBG program regulations.
• Staff finds that ATHV's proposed site for acquisition or lease is outside of Ashland's
jurisdictional boundaries and Urban Growth Boundary. Expenditure of City of Ashland CDBG
Capital Project funds shall be within Ashland's geographic boundaries.
Staff sees that funding for the acquisition or lease of land and/or public facilities improvements in
support of a transitional housing development serving homeless or qualified low income households is
an eligible use of CDBG funds and is consistent with the City of Ashland Strategies as outlined in the 5
year Consolidated Plan. This activity is intended to assist homeless and at-risk populations by providing
temporary shelter, however, as currently presented this project is not eligible for funding as further
described in staff recommendations.
Family Solutions-Rehabilitation of Family Solution's Ashland Facility
Staff has reviewed the Family Solutions' proposal to determine whether it meets the Federal CDBG
regulations, and if the proposal addresses the priorities within the City of Ashland's 2015-2019
Consolidated plan. Family Solutions has requested $59,348 in grant funds to provide upgrades as part of
a rehabilitation on a facility that provides support services for children and families engaged in the foster
care system. This population qualifies under both the presumed benefit population and qualified low-
income population.
• This project proposal qualifies under the Low-Moderate Income (LMI) and Presumed benefit
national objective.
• Rehabilitation and upgrades are eligible uses of CDBG Capital Improvement funds.
• Family Solutions has not previously administered CDBG funding, this would be their first
CDBG funded project.
• Staff finds that the ASH proposal is consistent with priority goals identified in the City of
Ashland's 2015-2019 Consolidated Plan.
Staff sees that Family Solution's proposal is an eligible use of the CDBG funds and is consistent with
the City of Ashland Strategies as outlined in the 5 year Consolidated Plan. This activity meets the 10%
leverage requirement of the City of Ashland's CDBG program.
STAFF RECOMMENDATIONS
Staff recommends award of the 2017-2018 CDBG funds as follows:
• $59,348 to Family Solutions for the rehabilitation of their Ashland Facility
• $16,665 to St. Vincent De Paul Home Visitation Program
• $7,143 to Maslow Project School Based Services
• $ 0 to Ashland Tiny House Village
Staff's recommendations are based on evaluation of CDBG eligibility, the City's five year Consolidated
Plan Goals, agency experience and capacity, and readiness to proceed.
IFA
Public Service Projects: Only 15% of the overall allocation is available for public service activities, as
only $23,808 in funding is available, both projects cannot be fully funded with CDBG. Consequently
staff is proposing a 70%/30% proportional allocation of the funding which is consistent with prior years'
allocations. In examining the two applications for public service funding staff found both to be needed
activities within the Ashland community that would benefit CDBG eligible populations. Both the SVDP
program and the Maslow Project have successful track records of administering federal grant funds,
providing counseling services, resource referrals and, in the case of the SVDP Home Visitation program,
direct financial assistance to the homeless and those at risk of homelessness. The Maslow project's
proposed activity would continue to benefit homeless populations as well but with an emphasis on
homeless children enrolled in Ashland schools.
Capital Projects: The City received two capital project proposals; Ashland Tiny Home Village and
Family Solutions. Both projects could qualify as eligible uses of CDBG funds, however, at this time
only the Family Solutions rehabilitation project is ready to proceed and would be able to expend the
funds in a timely manner thereby allowing the City to meet its timeliness cap.
Family Solutions: While Family Solutions has not previously administered a CDBG grant in the past,
FS has the administrative capacity to undertake the proposed activity with is a relatively simple and
straightforward activity. Both the timeline for completion and the budget for the activity is well thought
out and achievable. Matching funds have been identified and secured, the project is serves an eligible
population, and services to the populations are already in place, consequently, the populations
benefitting from the funding the activity will receive the benefit of the federal funding immediately.
Ashland Tiny Home Village: Currently as presented the Ashland Tiny Home Village would not be
considered an eligible activity primarily because the proposal is not fully developed to the point where
staff could determine that the portion of the project which allows the project to be eligible for funding,
the development of transitional housing for homeless populations, could be realized. First and foremost
staff has a responsibility to ensure that the funding is dedicated to a project that provides a benefit to an
identified eligible population within the community, at this point it is not clear that this project has the
ability to provide that benefit because it is too early in the process to know. Most importantly, the
project is contingent upon the Ashland City Council and/or the Jackson County Board of Commissioners
designating a location as an emergency temporary campground under Oregon Statutes, there is no
timeline in place for this designation, and it is not clear at this stage that these designations will be
forthcoming, or that the officials have even begun the conversation about committing land or making an
emergency campground designation in Ashland and/or Jackson County. Similarly, CDBG funding
cannot be used to acquire or improve a property for which the eligible use is temporary (if temporary
means less than 10 years). Furthermore as the project is presented, the budget does not reflect the
required 1001/0 match in other funding and there are no other funding sources identified as secured or
conditioned. Staff would like to continue to work with the applicant as they formalize their proposal to
help identify where CDBG may contribute to supporting the development of needed housing. Staff
encourages the applicant to consider applying for CDBG funding in successive years provided that the
project details are further refined. Areas to be further addressed include: identification of a site within
the Urban Growth Boundary that is available for sale or lease, and a determination that state and local
regulations ca be addressed to ensure the village con provide benefits to the population served for a
minimum of 10 years.
HUD Timeliness Rule
or
The CDBG program has a stipulation that grant administrators plan for the timely expenditure of funds.
This is called timeliness, timeliness refers to how quickly the grantee is able to commit and expend
CDBG funding. The program rule for timeliness is that the grantee cannot have more than 1.5 times
their annual allocation sitting in their line of credit at the U.S. treasury. The analysis for timeliness is
calculated 60 days prior to the end of the grantees program year (which May 1St since the end of the
City's program year is June 30) If a grantee has more than 1.5 times their allocation in their line of credit
they will be required to submit a "work out plan" to HUD to explain how the money will be utilized to
avoid chronic timeliness issues. A grantee that shows chronic timeliness issues is at risk of having HUD
withhold future grants until the grantee can expend existing resources. Due to the City's small
allocation, the City reaches the 1.5 timeliness threshold more quickly than most grantees
The City can have up to $238,089 in funding in the line of credit until May 1st 2017 at which time the
timeliness rule will be triggered. Currently the City's ratio is at 2.07 times the grant amount. The City
needs to expend approximately $90,076 in unexpended grant funds. The City is expected to receive a
draw request for $70,000 prior to May Pt and can draw down another $20,000 in administrative funds to
bring the ratio back down to acceptable levels prior to the test. However, given the City's small
allocation the City is always in a position to make sure that each year's awards are granted to activities
which have a reasonable and achievable timeline to expend the funding in a timely manner.
Consequently staff tends to recommend activities that have a realistic and achievable timeline, have the
demonstrated capacity to carry out the proposed activities and show a readiness to proceed.
Staff's evaluation and recommendation is based on prioritizing the use of CDBG funds to projects which
are ready to proceed and which can expend the funds in a timely manner.
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f
CITY OF ASHLAND
2017 Program Year Community Development Block Grant (CDBG)
Application
These completed Sheets shall be included as the first pages on all submittals.
1. APPLICANT INFORMATION
Applicant Organization Name:
Maslow Project
Executive Director's Name(s): Marv Ferrell
Board) Member Names (attach separate sheet) See attached sheet
Applicant Mailing Address:
500 Monroe Street
Medford, OR 97501
Applicant Street Address:
Same
IRS Classification: 501 (c)(3) public charity
Federal Tax ID#: 27-0734969
Mission Statement: (may be attached)
Maslow Project's mission is to offer every homeless child and youth the probability
of success and the opportunity for a better life. We do this by providing resources
for basic needs, removing barriers to education and employment, and fostering
self-sufficiency in a collaborative and empowering environment.
Total Employees: 16 Total Volunteers: 45+
1
II. CONTACT PERSON (designate a contact person who is familiar with the project)
Name: Mary Ferrell
Title: Executive Director
Phone Number: 541-608-6868
Fax Number: 541-608-6869
E-mail Address: mars _maslowproiect.com
III. PROJECT INFORMATION SUMMARY
Project Name or Title:
School-Based Services for Ashland's Homeless Youth
Expected Completion Date: June 30, 2018
Requested CDBG Funds: $10,000
Organizational Match: $6,313 - Individual donations
Funds from Other Sources: $8,600 - Ashland School District Title 1 A and
Title X funds, $8,000 - Ashland General Fund
Grant
Total Project Cost: $32,913
2
M/--SLOW
PROJECT
MASLOW PROJECT NARRATIVE SUMMARY
Maslow Project was founded in 2007 in response to the growing critical needs of
homeless youth in Medford, Oregon, and received 501(c)(3) non-profit status in
2009. Since 2009, we have provided services to a total of 13,612 unduplicated
individuals. We now provide wrap-around supportive services to Jackson and
Josephine County youth (aged 0-21) and families who are currently experiencing,
or are at high risk of, homelessness; utilizing a variety of best practices to address
the specific challenges facing our clients. Our blend of prevention and intervention
services increases the resiliency of these youth, improves individual outcomes,
and reduces risk factors associated with the social determinants of health. The
overarching goal of our program is to bring enough stability into the lives of the
youth we serve so they are able to remain in school and complete their
educations, prepare them to successfully enter the workforce, help them transition
into permanent housing, and move safely and successfully into adulthood.
Maslow's services are delivered through three primary venues: in school-based
programs, at our Medford Resource Center, and through street and community
outreach. These services include: Essential/Emergency Needs and Safety-Net
Services: Provide hot meals, food boxes, clothing, hygiene supplies, diapers,
emergency assistance, etc. Resource and Safety Plans link participants to
community-based programs and services, Street and School-based Outreach:
Contact and identify homeless youth and families, inform them of community
resources/services, Family and Youth Advocacy: Provide advocacy and support
as a frontline resource for clients; connect families to early childhood resources;
remove educational barriers (e.g.: transportation, enrollment, school meals,
student supplies), Case Management: Develop individualized client goal plans,
link youth and families with community-based wrap-around supports, assist with
accessing emergency/transitional housing, track relevant academic data, assist
with educational and/or post-secondary goals, and Enrichment/Harm Reduction
Opportunities: Job readiness coaching, mental health counseling/art therapy,
harm reduction/life skills workshops, Youth Advisory Council, etc..
Maslow Project's early interventions have a strong preventive element. By
addressing adverse childhood experiences as quickly as possible, we can
mitigate the effects of those experiences and prevent the long-term impacts that
they can have on the physical and mental health of our clients. In addition, the
wrap-around supports Maslow Project provides to at-risk and homeless youth and
families are also a preventive strategy, and can often prevent these vulnerable
individuals from ending up on the streets. Finally, our emphasis on stabilizing
homeless and at-risk youth so they can focus their attention on staying in
3
school and completing their education is one of the best ways we can set
these youth on a path toward financial stability and sustainability.
We propose a continuation of our partnership with the City of Ashland to support
Maslow Project's Ashland school-based program. Our Ashland Case Manager
works with students and their families who are either experiencing, or at risk of,
homelessness in order to ensure stability and school achievement; supporting our
mission to offer every homeless child and youth the probability of success and the
opportunity for a better life. The total cost of this project is $32,913. Maslow
Project has projected that individual donations will make up $6,313 of this amount,
and will be submitting requests for the remaining $16,600 of this amount within
the next few months. We respectfully request $10,000 from the City of Ashland's
CDBG program to continue support for this project. Ashland CDBG funds are an
essential source of financial support for this program.
Project Objective: Promote and support stability, self-sufficiency and school
achievement for youth who are experiencing, or are at risk of, homeless in
Ashland.
Project Outcomes:
• 100% of those contacted will have increased access to basic needs,
linkages to community-based services (resource plan), and a safety plan
(Target: 85-90 homeless Ashland youth).
• Provide Case Management Services to approximately 45 youth throughout
the year.
o 75% of school-aged Case Managed clients will make academic
progress (attendance, credit, completion)
o 70% of Case Managed clients will demonstrate measurable
progress toward physical and social-emotional wellbeing
(knowledge/behaviors/attitudes) as measured by our Self-
Sufficiency Scale
4
2) PROJECT SUMMARY
Please see Narrative Summary on previous page.
3) PROPERTY AND PROJECT INFORMATION
N/A
4) SERVICES TO BE PROVIDED
Services to be Provided: Maslow Project is partnering with the Ashland School
District to place a part-time Case Manager in Ashland schools (grades K-12);
identifying homeless and at-risk youth in need of basic needs and wrap-around
supportive services.
Maslow's Case Manager provides the following preventive and interventive
services:
1) Essential/Emergency Needs and Safety-Net Services: Hot meals, food
boxes, clothing, hygiene supplies, baby supplies, emergency assistance, etc.
Resource and safety plans intentionally link clients to community-based programs
and services. These services are inherently preventative and help stabilize
individuals in high-risk situations so that they never become unsheltered - further
reducing stressors upon our clients
2) Street and School-based Outreach: Contact and identify homeless youth
and families, inform them of community resources/services, and encourage them
to access additional support services through Maslow Project
3) Family and Youth Advocacy: Provide advocacy and support as a
frontline resource for clients; connect families to early childhood resources;
remove educational barriers (e.g.: transportation, enrollment, school meals,
student supplies), triage and refer to our Case Management services, as needed
4) Case Management: Develop individualized client goal plans, link youth
and families with community-based wrap-around supports, assist with accessing
emergency/transitional housing, track relevant academic data, assist with
educational and/or post-secondary goals
5) Enrichment/Harm Reduction Opportunities: Maslow's Ashland Case
Manager connects youth with Positive Youth Development activities, including
access to after-school and summer programs; promoting self-sufficiency through
encouraging engagement in school, employment, and supportive services while
facilitating increased interpersonal skills. By connecting homeless youth to
positive social and emotional supports and opportunities, we bring stability into
their lives, keep them engaged in school and connected to resources, build
resiliency and coping skills, and empower them to work toward their
educational goals and independence
Maslow Project's highly trained staff utilizes best practices - e.g.: Trauma-
Informed Care, Positive Youth Development, awareness of Adverse Childhood
Experiences, Fostering Resiliency - to work with the specific challenges facing our
young clients and their families. These practices are woven throughout all our
programs, and are designed to meet our clients "where they are at"; helping them
5
easily enter and access our programs regardless of their current needs or
challenges. Early interventions by Maslow staff also have a strong preventive
element: by addressing adverse childhood experiences as quickly as possible, we
are able to mitigate the effects of those experiences and prevent the long-term
impacts that they can have on the physical, mental, and behavioral health of the
homeless youth we serve. In fact, Maslow's service delivery model was, itself,
recognized by the National Association for the Education of Homeless Children
and Youth as a model for best serving this population in a collaborative child-
centric system that integrates school and community-based services (NAEHCY
2008).
The services provided through this program align with the following High
Priority Goal of the City of Ashland's 2015-2019 Consolidated Plan: Support
services for homeless outreach, prevention and transition.
Eligible Target Population: The population served through Maslow Project's
Ashland program consists of youth between the ages of 0-21 (and their families)
residing in Ashland and meeting the McKinney-Vento definition of homelessness,
who are eligible for public school enrollment or Head Start programs.
Homelessness is defined by the McKinney-Vento Act as "any student who lacks a
fixed, regular, and adequate night time residence." Children may be
unaccompanied or homeless with their entire family. Youth participating in this
program are identified in several ways: at point of enrollment in school, by school
staff throughout the school year, through self-referral, by Maslow Project outreach
staff, and through referrals from partnering agencies.
All youth in this population (target: 85-90 homeless youth) are presumed by HUD
to be low or moderate income. In our experience, 100% of the homeless youth
and families we serve fall within the "extremely-low income" category, and earn
30% or less of the Area Median Income.
5) WORK PROGRAM & TIMELINE
The project outlined in this application is an ongoing program, and will be
conducted from July 1, 2017 through June 30, 2018. Our Case Manager currently
works in Ashland schools two days/week, providing Essential/Emergency Needs,
Street/Community Outreach, Wrap-Around Supportive Services and Case
Management to eligible youth and families, and connecting them to community-
based Harm Reduction/Enrichment opportunities as needed. Please see attached
project schedule (Form A-2) for more details.
6) FINANCIAL INFORMATION
Payroll is based on 0.6 FTE Case Manager compensation. Payroll tax and
benefits are estimated at 22% of total wages. These costs are based on actual
payroll reports. Payroll costs are based on agency salary schedules. The amount
requested from the Ashland Community Development Block Grant
represents 30% of the cost for Maslow Project's Ashland Program, and is an
6
essential part of our program support. All other program costs are covered by
other funding sources, including administration and overhead. Please refer to
Forms B-2 and C for more information.
7) ELIGIBILITY FOR FEDERAL FUNDING
The proposed program delivers the following Federally-eligible activities:
• Client Services
a. The proposed project is within the Ashland City Limits, and will take
place at Ashland public schools.
b. Clients are classified as homeless under the McKinney-Vento Act.
Homeless people are presumed by HUD to be principally persons of
low and moderate incomes. As noted above, 100% of the
individuals Maslow Project has worked with in Ashland since
July 2012 fall into the "Extremely Low Income" category.
c. While Maslow Project has not yet secured funding for this project,
we will be requesting funding from the following sources over the
next few months: Ashland School District - $8,600, Ashland General
Fund Grant - $8,000.
d. This is a social service application; sections "d"-"i" are not applicable.
8) AGENCY'S MISSION AND SERVICE HISTORY
Maslow Project's mission is to offer every homeless child and youth the probability
of success and the opportunity for a better life. We do this by providing resources
for basic needs, removing barriers to education and employment, and fostering
self-sufficiency in a collaborative and empowering environment.
Maslow Project was founded in 2007 in response to the growing critical needs of
homeless youth in Medford, Oregon, and received 501(c)(3) non-profit status in
2009. In July, 2012, we began providing basic needs, outreach, case
management, and enrichment services to homeless Ashland youth (aged 0-21),
thanks to a $10,000 grant award from the Ashland CDBG Program. We now
provide school-based case management and family advocacy services in four
school districts in Jackson County (Medford, Ashland, Phoenix/Talent and Rogue
River) and two school districts in Josephine County (Grants Pass and Three
Rivers), and provide essential/emergency needs and safety-net services to
homeless youth and their families throughout Jackson and Josephine County.
Since becoming a 501(c)(3) nonprofit in 2009, Maslow Project has provided
services to a total of 13,612 unduplicated individuals. Last year, agency-wide,
Maslow Project provided services to 2,305 unduplicated individuals; 1,614 of
whom were aged 0-21.
A trauma-informed approach is woven through all of our services; helping to
mitigate the effect of the Adverse Childhood Experiences our youth have lived
through. By addressing their experiences as quickly as possible, we can mitigate
their effects and prevent the long-term impacts that they can have on the
physical/mental health of our clients. Once these challenges are addressed, youth
then have an opportunity to focus on their long-term success and self-sufficiency,
rather than immediate or short-term basic survival needs and safety. The wrap-
around supports Maslow Project provides to at-risk and homeless youth and
families also have a strong preventive component, and can often prevent these
vulnerable individuals from ending up on the streets, by stabilizing them
BEFORE they go into housing crisis. Our overarching goal is to bring enough
stability into the lives of the youth we serve so that they can remain in and
graduate from school, and transition into college, work and permanent housing.
Maslow Project serves the full spectrum of Jackson and Josephine County youth
and families who are homeless or at risk of homelessness: infants and toddlers,
Spanish-speaking youth and families, school-aged students, and out-of-school
youth. We deliver our services with minimal red tape and in an expedited manner:
immediately reducing the number of kids who are going hungry or are living in
unsafe/unstable situations.
One of the primary strengths of our program is our commitment to working
collaboratively with over 40 Jackson and Josephine County service
agencies, schools, businesses, civic organizations, churches, and
volunteers to provide a comprehensive, wrap-around service delivery model to
reach homeless youth throughout our service area. Through these collaborations,
we are able to eliminate duplication of services, expedite the provision of basic
needs & referrals, increase linkages for youth and families and decrease the
chance of youth getting lost in the system.
We also enjoy robust community support. In the past year alone, two dozen
foundations, almost 350 local churches/civic groups/businesses, and 977
individuals provided financial and in-kind support for Maslow Project's work with
homeless youth and their families. In fact, Maslow Project has enjoyed the
support of 29 Ashland-based organizations, 58 Ashland businesses, and
279 individual Ashland donors since we began providing services in
Ashland in 2012. This strategy not only reflects a high level of community support
for our program but is also extremely cost-efficient, minimizes overhead, avoids
duplication of services, and ensures that our clients are supported by a web of
community-based services.
9) SELF-SUFFICIENCY
Maslow Project's mission - "to offer every homeless child and youth the probability
of success and the opportunity for a better life" - is based upon the concept of
promoting self-sufficiency amongst youth who are experiencing, or are at high
risk for, homelessness.
Youth homelessness takes a heavy toll on those it impacts. According to the
National Center on Family Homelessness, homeless youth go hungry at twice
the rate of other youth, are sick four times more often and have three times
the rate of emotional and behavioral problems. In addition, 47% of homeless
children experience anxiety, depression and withdrawal, as compared to 18% of
8
other school-aged children; and homeless youth are 87% more likely to drop out
of school (USDE).
Our emphasis on stabilizing homeless and at-risk youth so they can focus their
attention on staying in school and completing their educations is one of the
best ways we can set these youth on a path toward financial stability and
sustainability. In addition, Maslow's Graduate Fund gives youth the opportunity to
continue on to post-secondary education opportunities that would otherwise be
out of reach. Finally, by teaching our clients skills like goal-setting and problem
solving, and by giving them the opportunity to participate in life skills/workforce
readiness workshops, we improve their resiliency and empower them to become
productive, self-sustaining individuals.
10) BENEFITS TO EXTREMELY-LOW, LOW- AND MODERATE-INCOME
INDIVIDUALS
The population served through this project consists of youth between the ages of
0-21 (and their families) who reside in Ashland and meet the Federal Education
McKinney-Vento definition of homeless, and are eligible for school enrollment.
As noted above, all youth in this population are presumed by HUD to be low or
moderate income. In our experience, 100% of homeless youth and families we
serve fall within the "extremely low income" category, at 30% or less of the
Area Median Income.
The youth served through Maslow Project's Ashland program (85-90
unduplicated individuals during the 2017-2018 school year) will benefit from the
following services:
• Essential/Emergency Needs, Safety-Net Services, and Street and School-
based Outreach, intended to ensure the safety and stability of youth
• Advocacy (provided through a separate funding source) to ensure youth
are able to enroll in school, remain in their school of origin, have
transportation to school, and have access to the supports they need
• Case Management that fosters self-sufficiency and helps youth progress
toward their goals
• Connection
• to enrichment opportunities and referrals to mental health counseling, DHS
and additional community-based wrap-around support services
11) ENSURING MODERATE-INCOME INDIVIDUALS DO NOT BENEFIT TO
THE EXCLUSION OF EXTREMELY-LOW OR LOW-INCOME INDIVIDUALS
In order to participate in Maslow Project's program, youth must be identified as
homeless under the McKinney-Vento definition of homelessness. Homeless
people are presumed by HUD to be principally persons of low and moderate
incomes. Enrolled extremely-low or low-income homeless youth qualifying for
services always have priority in our program, and will be able to access
services regardless of the number of qualifying moderate-income individuals.
9
12) DEMOLITION OF LOW- AND MODERATE-INCOME HOUSING
N/A
13) PROJECT FEASIBILITY
N/A
14) IMPACT ON SIGNIFICANT PROPERTIES
N/A
15 OTHER MATERIAL
Please find attached: a letter of support from Ashland High School, and Maslow
Project's Board of Directors list.
16) CDBG APPLICATION CHECKLIST & OTHER FORMS
The CDBG Application Checklist and Forms A-2, B-2, C and D follow this
narrative.
10
CITY OF ASHLAND
2017 Program Year
CDBG APPLICATION CHECKLIST
In order to determine compliance with all applicable HUD regulations and to help
to ensure that projects will be eligible for CDBG funding, the City of Ashland will
need to address all HUD requirements. The purpose of this checklist is to point
out areas where potential problems could arise. Obviously, this is a
comprehensive list, which must evaluate a wide array of different kinds of
proposals. Therefore, not every item will be applicable to every project. Please
fill it out entirely indicating all items which are not applicable and include it
as part of your proposal application.
A. Applicant's Background Yes No N/A
1. Is the applicant a legal non-profit organization or unit X
of government?
2. Do the proposed clients or users of the project meet X
HUD Income Guidelines (see page 10 for guidelines)?
3. Does applicant have the capability to maintain written X
income documentation?
4. Has the applicant made a legal or financial X
commitment to a proposed project?
5. Is the applicant primarily a religious organization? X
6. Has the applicant administered a CDBG project X
previously?
7. Is your agency willing and able to provide all required
reports and accountability to the City as required by X
HUD%'
B. Project Location and Land Use Issues Yes No N/A
1. Has a location for the project been selected? X
2. Is the proposed project within the Ashland City X
limits?
3. Does the proposed project meet local zoning and X
land use laws?
4. Are any land use permits such as a Site Review,
partition, annexation or Conditional Use Permit X
required?
5. Have these approvals been obtained? X
6. Does the project comply with current building code X
requirements?
7. Does the project meet handicapped accessibility
requirements? X
11
C. Environmental Issues Yes No N/A
1. Is the project located in the 100-year floodplain? X
2. Is a wetland located on the project site? X
3. Has any environmental contamination been identified X
on the project site?
4. Has asbestos been identified on the project site? X
5. If project involves an exiting structure, was it built X
1978 or earlier? If year built is known, please specify.
6. Is the proposed project located on a major arterial or X
near the railroad?
7. Is the proposed project located adjacent to an above X
round flammable storage tank?
8. Does the proposed project involve a structure that is X
50 years or older?
9. Will the applicant complete a Phase I environmental X
review upon receiving a CDBG award?
D. Labor Requirements Yes No N/A
1. Does the project involve construction over $2,000 in X
cost?
2. Will the project trigger Davis-Bacon wage
requirements? X
3. Will the project trigger BOLI wage requirements? X
4. Does the project involve over $18,703 in City
awarded grants or contracts? X
E. Displacement and Relocation Yes No N/A
1. Will tenants be displaced by the project? X
2. Will a business be displaced by the project? X
3. Will housing units be demolished or converted? X
F. Property Data Yes No N/A
1. Does the applicant own the property by fee simple X
title?
2. Are taxes on the property current? X
3. Is insurance current? X
4. What is the current debt against the property? X
5. What is the current use of the property? X
6. Has an appraisal on the property been conducted? X
If yes, what is the assessed value of the property?
12
Form A-2
To be completed for Social Service Proposals
Social Services Proposals
Activity Start Completion
Date Date
Outreach: Maslow's Case Manager will connect 7/1/17 8/31/17
with students - via community dinners, visiting with
community partners (food pantry, Resource Center,
medical van) or through street outreach efforts - to
ensure we stay in contact with homeless Ashland
youth during the summer break. *This is part of an
ongoing program, staffing is already in place
School Based Case Management: Identify 9/1/17 6/30/18
homeless students, provide services/referrals/basic
needs, track academic data, establish client goals
Target: 85-90 youth identified
Outcome Goal: (1) 75% of school-aged Case
Managed clients will make academic progress
(attendance, credit, completion), (2) 70% of Case
Managed clients will demonstrate measurable
progress toward physical and social-emotional
wellbeing (knowledge/behaviors/attitudes) as
measured by our Self-Sufficiency Scale
Collect Outcome Data: Student are assessed at 9/1/17 6/30/18
start of case management, mid-year, and at the
end of the school year
Social service providers should list key benchmarks in the table above for
their proposed projects (IE hire of personnel, application for further funding,
initiation of direct client services, etc.)
13
Form B-2
To be completed for Social Service Proposals
Social Service Proposals
Total Cost CDBG Request Other Source(s)
Direct Client Services $6,000 $0 $6,000
Wages (of personal
providing direct client $23,345 $10,000 $13,345
services)
Materials/Supplies $500 $0 $500
Marketing/Outreach $500 $0 $500
Program Administration CDBG Funds
Includes overhead and general
staffing necessary to administer the are not
program (accounting, management, $2,568 available for $2,568
grant administration) but that does
not provide direct benefits to the program
client.
administration
Total Project Cost
$32,913 $10,000 $22,913
14
Form C
SOURCE(S) OF FUNDS FOR OPERATING EXPENSES WORKSHEET
Completeness of this worksheet establishes the capacity of the organization to
sustain the operations of the program(s).
Sources Secured Conditional Tentative Commitment
(awarded with Date
conditions
Federal Grants
State Grants $8,600 BY summer
2017
Local Grants $18,000 BY summer
2017
Non Governmental
Grants
Donations/Gifts $6,313 FY2017-2018
Applicant
Contribution
Program Income
Loans
Other (specify)
Other (specify)
TOTAL
$16,600 $16,313 $329913
Please provide a description the timeline of loan and grant application dates as
related to the proposed project. Specifically, for any tentative funding sources
please provide application dates, award dates and funding availability dates.
Tentative funds listed above include:
Ashland School District: $8,600 (projected)
Ashland City General: $8,000 (projected)
Ashland CDBG: $10,000 (pending)
Community donations: $6,313 (pending - FY2016-2017)
15
Form D
DISCLOSURE OF INTERESTS
To assist the City of Ashland in determining whether there may be a potential
conflict of interest related to the expenditure of Community Development Block
Grant funds we request the following information be provided by applicants:
ORGANIZATION NAME: Maslow Project
Organization is: 1. Corporation ( )
2. Non-Profit 501 C3 (X)
3. Partnership ( )
4. Sole Owner ( )
5. Association ( )
6. Other ( )
DISCLOSURE QUESTIONS
If additional space is necessary, please attach a separate sheet.
1. State the names of each "employee" of the City of Ashland having a financial or personal
interest in the above mentioned "organization" or project proposed.
Name, Job Title and City Department
N/A
2. State the name(s) of any current or prior elected or appointed "official", of the City of Ashland
having a potential "financial interest" in the organization or project.
Name/Title
N/A
3. Provide the names of each "board member" of the Organization seeking CDBG funding
Name Board, Commission, or Committee (may be attached as a separate Sheet)
1 Royal Standley, President - Executive/Program/Development Committees
2 Jamie Hazlett, Vice President - Executive Committee
3 Paul Robinson, Secretary - Executive/Development Committees
4 Amy Zarosinski, Treasurer - Executive/Finance Committees
5 Sharilyn Cano - Program Committee
6 Eric Maxwell - Development Committee
7 Michelle Johannes - Development Committee
8
9
10
11
12
If the applicant has provided names in question 1 or 2, please provide details
regarding any known potential conflicts of interest in an attached narrative.
16
ASHLAND PUBLIC SCHOOLS
BOARD OF DIRECTORS SUZANNE CUSICK
Superintendent
JIM WESTRICK
JORDAN ELY
EVA SKURATOWICZ Business Manager
ERIC STRONG (1) PATTY MICHIELS
Director Human Resources &
DENEICE COVERT ZEVE Curriculum
JOHN WILLIAMS Inspiring Learning for Life SAMUEL BOGDANOVE
Director of Student Services
January 26, 2017
Mary Ferrell, Executive Director
Maslow Project
500 Monroe Street
Medford, OR 97501
Dear Mary,
As the Director of Student Services for the Ashland School District, I see the benefit on a daily basis that Maslow
Project brings to the students and families in our District. Without the support that Maslow Project provides our
homeless youth, many of these students would go unidentified and not receive the wrap-around supports they need
to stay in school, work toward their goals, and achieve educational success.
Maslow Project staff work hard to help Ashland schools identify these vulnerable students and bring stability into
their lives; giving them the ability to attend and thrive in school, develop positive life skills and engage in
meaningful opportunities that help build confidence and resilience, and promote each student's overall wellness
and self-sufficiency.
On behalf of the Ashland School District, I am happy to write this letter in support of Maslow Project's application
to the City of Ashland's Community Development Block Grant. I feel that this program has improved the lives of
so many families and children; not only in helping meet their immediate needs, but also providing the intensive
supports that help students stay in school and navigate their way to a more successful and optimistic future.
The Ashland School District fully supports our partnership with Maslow Project, and benefits from this partnership
on a daily basis.
SlnVerely,
Jd
t
, r
S muel B 0N, .
1 Director,,b S, •f t Services
i
1
ADMINISTRATION BUILDING 885 SISKIYOU BOULEVARD ASHLAND, OREGON 97520 541482-2811 FAX 541482-2185
M" SLOW
PROJECT
MASLOW PROJECT
Board of Directors List
Royal Standley, Board President Amy Zarosinski, Treasurer
Financial Planner, Oregon Pacific Financial CPA, KDCO Piels
Advisors, Inc 640 Superior Ct.
210 W. 8th Street Medford, OR 97504-6181
Medford, OR 97501 (541) 773-6633
(541) 772-1116 work azarosinski@kdcoCPA.com
(541) 531-1138 cell joined in 2014
rstandle opfa.com
joined in 2011 Sharilyn Cano, Past President
Human Resources Consultant
Paul Robinson, Secretary 2080 Martin Dr.
Retired non-profit and pastor Medford, OR 97501
11 North Keeneway Drive (541) 951-0530 cell
Medford, OR 97504 scano0728@gmail.com
(541) 840-5640 cell joined in 2010
robinsonpaul2273@yahoo.com
joined in 2010 Michelle Johannes
Marketing Strategist
Jamie L. Hazlett, Vice President 209 Crater Lake Ave.
Attorney at Law Medford, OR 97504
910 E. Main Street (541) 913-3986
Medford, OR 97504 michelle@mjcommunication.net
(541) 773-3619 work
(541) 326-1097 cell Revised: February 26, 2016
jamiehazletl:esg@gmail.com
joined in 2011
Eric Maxwell, member
Business Owner
19 Rossanley Drive
Medford, OR 97501
(541) 840-5733 cell
pronmain@msn.com
joined in 2013
500 Monroe Street, Medford, Oregon 97501
541-608-6868
I
CITY OF ASHLAND
2017 Program Year Community Development Block Grant (CDBG)
Application
These completed Sheets shall be included as the first pages on all submittals.
1. APPLICANT INFORMATION
Applicant Organization Name: Ashland Home Visit Conference, Rogue
Valley District Council, St. Vincent de Paul
Executive Director's Name(s): Kathy Begley
Board Member Names (attach separate sheet)
Applicant Mailing Address: P.O. Box 1663, Medford, OR 97501
Applicant Street Address: 2424 N. Pacific Highway, Medford, OR 97501
IRS Classification: 501 c3
Federal Tax ID#:
Mission Statement:
The Rogue Valley district Council of St. Vincent de Paul is dedicated to providing
compassionate, prompt support and care to the poor and needy of Jackson County,
regardless of age, race, religion, creed, sex, sexual preference, or ethnic origin. Although
the Society's name is recognized around the world, each Council is locally organized,
funded, and staffed. Our Council has no financial connection or obligation to any church;
no effort is made to preach, convert, or proselytize. While the St. Vincent de Paul Society
was founded over one hundred years ago by a group of Catholic lay men in Paris, the
organization is not part of the Catholic Church, and most of those we help have no idea
that the organization on whom they call has or has ever had any religious affiliation. We
receive funding and in-kind contributions from many churches in Ashland, and we have
volunteers from many faiths.
Our Council was established in 1982 and has nine operating divisions or conferences, of
which the Ashland/Talent Home Visit Conference is one. One of the great strengths of
our efforts is the variety of services we offer. At our central Medford facility, we provide a
forty-eight-bed family shelter, hot lunches for those in need six days a week, free
groceries, social services (counseling; rent, utility, and prescription drug payments;
clothing; furnishings; camping equipment, etc.) We have a thrift store and warehouse.
We also provide school supplies, emergency dental care, health screening, hot showers,
laundry facilities-even assistance in obtaining legal identification. Because we have no
1
paid employees and rely on over three hundred volunteers to deliver our services, all of
the funds we obtain are used to help those in need.
Total Employees: 0 Total Volunteers: 300+ overall/ 23 in Ashland
2
II. CONTACT PERSON (designate a contact person who is familiar with the project)
Name: Vicky Weiss
Title: Volunteer Grant Writer
Phone Number: 541-708-5173
Fax Number:
E-mail Address: vweiss590Ca7gmail. com
Mailing Address: 590 Fernwood Drive, Ashland, OR 97520-1614
III. PROJECT INFORMATION SUMMARY
Project Name or Title: Decreasing Homelessness in Ashland in 2017
Expected Completion Date: Project is ongoing. Fiscal year is 10/1/16-9/30/17
Requested CDBG Funds: $ 25,500
Organizational Match: $ 96,000
Funds from Other Sources: $ 82,545
Total Project Cost: $ 204,045.
3
~~z. vrNc~ ROGUE VALLEY DISTRICT COUNCIL
SOCIETY OF ST. VINCENT DE PAUL
w e' P.O. BOX 1663 • 2424 N. PACIFIC HWY. • MEDFORD, OREGON 97501
w
v
oJ, hC PHONE: (541) 772-3828 • FAX: (541) 772-6886 • www.stvincentdepaulmedford.info
U.S.A•
2.) Project Summary:
Obtaining housing and sustaining housing for those in need in Ashland:
(A full description of this project appears in Number 4: Project Description below.)
St. Vincent de Paul's Ashland/Talent Home Visit Conference has been providing services to
those in need in our area for over thirty years. In this on-going program, families and individuals
in need call on us (our phone line is checked regularly for messages) when financial emergencies
threaten their ability to remain in their current housing or prevent them from obtaining housing
for themselves and their families. In addition, we help those without housing locate affordable
shelter. We offer an array of other services to those in need, but the CDBG funds are used only
for rent and rental deposits.
3.) N/A
4) Project Description:
Given our mission, the Ashland Home Visit Conference of St. Vincent de Paul directly
addresses the objective stated in the City of Ashland 2015-2019 Consolidated Plan: "Support
services for homelessness outreach, prevention, and transition." Our dedicated volunteers
work tirelessly, negotiating with landlords and working with other agencies to find housing for
low income families and secure housing for the homeless. We negotiate with motel owners to
house homeless individuals and families, paying for their motel housing until we can secure for
them more permanent housing that they can afford. Our members in many cases work for
months--even beyond a year--to help clients navigate the maze of government services available
to assist them, spending hours on the phone with officials, calling clients daily to assure them
that they are not forgotten, that we are there to help them and listen to them. With long
experience in this community, the Ashland Conference of St. Vincent de Paul is fortunate to
have a body of knowledgeable and experienced volunteers familiar with the vast array of
agencies and services available to help those in need, whether these be disability services, job
assistance, housing, government benefits, medical assistance, and more. Our dedication to
responding to the immediate needs of the homeless is perhaps the quality that most distinguishes
our work from that of other groups.
In the past year, all of those helped with CDBG funds were in the extremely low to low
income categories. In keeping with the objective from the City of Ashland's 2015-2019
Consolidated Plan stated above, our goal is to help these needy individuals and families attain
self-sufficiency. We have a phone line which those in need call, and a team of volunteers
respond to these calls quickly. Our volunteers go to clients' homes, campsites, the Plaza--
wherever the needy are able to meet with us.
We do not offer clients direct cash assistance, but instead our volunteers intervene
directly with landlords, utility companies, doctors, care facilities, pharmacies, etc. to discuss
payments or a payment schedule. As rents continue to escalate rapidly in Ashland, very often our
volunteers are finding it necessary to help the poor move from rental facilities they can no longer
afford to less expensive properties. With CDBG funds we assist with payments to landlords.
Networking with other agencies or philanthropies is central to the work we do, and the
knowledge and experience of our long-serving and dependable volunteers makes our group a
most effective networking organization. We work closely with those at the Ashland Community
Resource Center, the Ashland Emergency Food Bank, ACCESS, the Rogue Valley Council of
Governments, Oregon Department of Human Services, Jackson Care Connect, and Columbia
Care. We work cooperatively with the Maslow Project, Jackson County Mental Health, and an
array of local churches, including Trinity Episcopal, First Baptist, First Congregational, First
Presbyterian, and Our Lady of the Mountain.
We operate in teams of two and respond to crisis calls in Ashland and Talent. (It is
important to note here that funds from the SSG and CDBG are used only in Ashland; 68% of our
clients in 2016 were Ashland residents.) While the needs of those in crisis in our community are
vast and diverse, our experience tells us that assisting them begins first and most prominently
with the need to find and keep them in housing. Thus the CDBG and the SSG serve directly our
"housing first" philosophy and thereby address the most important work we do.
5.) Proven Results:
Our work in addressing the needs of the homeless and those in danger of losing their
residences is ongoing. In 2016, we were able to respond to calls from over 1700 people, and we
were able to move over 100 adults and children from homelessness into housing. Our volunteers
made 863 "home" visits (meeting those who call on us anywhere that is convenient for them).
Over the past ten years, we have more than doubled the number of home visits we have made,
and we have nearly doubled the number of people we have helped. For the purposes of this grant
proposal, the Community Development Block Grants we have received in the past account for
one half of the homeless we have placed into housing. (The other half of our placements is a
direct result of the Social Services grants we have received from the city of Ashland, both grants
more than matched by our own funds.) Without the assistance of these grants, we would simply
not be able to place into housing anything like the numbers of people we have been assisting.
(See attached Form A-Project Schedule)
6.) Financial Considerations:
As you know, Ashland rents and rental deposits continue to rise exponentially. Not
surprisingly, therefore, over the past four-year period, our expenditures have increased by 80%
(approximately 20% each year). The number of those requesting our assistance continues to rise,
and we are working very hard to keep pace. Our projected budget for this year is $204,045.
Nearly half of this amount (47%) will come directly from the Rogue Valley Council of St.
Vincent de Paul. The $25,500 we are requesting in CDBG funds represents 12% of our total
budget; thus we are significantly leveraging these grant funds with our own funds.
Our program is ongoing without a particular beginning or end. The CDBG from the city
of Ashland has from its inception been the lynch pin in our efforts to move the homeless in
Ashland into housing and assist low-income families in downsizing to less expensive rentals to
prevent homelessness. (Here are just a few examples: we recently placed into less expensive
housing a family of three that was evicted from their previous apartment over a year ago. The
assiduous efforts of our volunteers during that time made sure these people were temporarily
housed in a motel as we worked to locate affordable housing for the family. We also worked
with a 92-year-old woman who had resided in the same apartment for twenty years, but could no
longer afford her place. After three months of working with her family as well as a wide variety
of organizations, we were able to move her into a rental she can afford.) Without HUD money,
this work would be impossible for us.
(See attached Forms B and C.)
7. Eligibility for Federal Funding:
All of those we serve are at or below HUD's extremely-low to low, and in a very few
cases, moderate-income poverty levels. In 2015-16, all of those we helped with CDBG money
were in the extremely low (11), very low (12) and low (12) income levels, according to HUD
definitions. With our goal of slowing or stopping the growth of homelessness in Ashland, we
meet two of the this program's national objectives: "Primarily benefit low and moderate income
persons" and "Meet a particularly urgent community need." Our phone line means that we are
there to respond to emergency housing needs quickly. In this way also we meet one of the City
of Ashland Consolidated Plan's "High Priority" items for spending by providing "support
services for homelessness outreach, prevention, and transition; rent/security deposit assistance to
prevent or alleviate homelessness and outreach/direct services to homeless populations." In
addition, our services respond directly to the HUD/CDBG Statue 24 CFR570.21(e), "Public
Service Rent Subsidies."
We are confident that St. Vincent de Paul's program leverages city and federal funds
most effectively in relieving and preventing homelessness in Ashland.
8. Agency's Mission and Service History:
The Rogue Valley district Council of St. Vincent de Paul is dedicated to providing compassionate, prompt
support and care to the poor and needy of Jackson County, regardless of age, race, religion, creed, sex,
sexual preference, or ethnic origin. Although the Society's name is recognized around the world, each
Council is locally organized, funded, and staffed. Our Council has no financial connection or obligation
to any church; no effort is made to preach, convert, or proselytize. While the St. Vincent de Paul Society
was founded over one hundred years ago by a group of Catholic lay men in Paris, the organization is not
part of the Catholic Church, and most of those we help have no idea that the organization on which they
call has or has ever had any religious affiliation. We receive funding and in-kind contributions from
many churches in Ashland, and we have volunteers from many faiths.
Our Council was established in 1982 and has nine operating divisions or conferences, of which the
Ashland/Talent Home Visit Conference is one. One of the great strengths of our efforts is the variety of
services we offer. At our central Medford facility, we provide a forty-eight-bed family shelter, hot
lunches for those in need six days a week, free groceries, social services (counseling; rent, utility, and
prescription drug payments; clothing; furnishings; camping equipment, etc.) We have a thrift store and a
warehouse. We also provide school supplies, emergency dental care, health screening, hot showers,
laundry facilities-even assistance in obtaining legal identification. Because we have no paid employees
and rely on over three hundred volunteers to deliver our services, all of the funds we obtain are used to
help those in need.
(The Rogue Valley Council of St. Vincent de Paul has ordered a full financial audit to be conducted
during 2017.)
9.) The Promotion of Self-Sufficiency:
Many of those we serve are what are often referred to as the "working poor." While we work hard to find
rents that are within our clients' means, very often those who can manage the monthly rent simply do not
have sufficient funds to pay the ever-rising rental deposit. This sum can often be as high as $2,500. We
find that if we can assist people with this deposit, they can manage the monthly rent on their own. In this
way, we have found we are often able to help low-income residents obtain suitable housing. In many
other cases after that security deposit has been paid, low-income residents can find themselves with
unexpected bills (medical expenses or car repair, for example). Often our rental assistance is all that
stands between them and eviction.
10.) a. N/A
b. Target Population Data:
0 Target Population: the Homeless and Low-income individuals and families
• Number of low and moderate-income individuals in target population helped:
0 11 Extremely Low (CDBG funds from the last funding cycle)
0 12 Very Low (CDBG funds from the last funding cycle)
0 12 Low (CDBG funds from the last funding cycle)
21 of those helped with CDBG funds were homeless.
o 57 adults; 30 children (ASSG funds from the last funding cycle and other funds)
All of these individuals were moved from homelessness into housing through the
efforts of St. Vincent de Paul.
• Total number of individuals in target population to be served on an annual basis:
If we were to receive the full amount of the CDBG that we are applying for
($25,500), we estimate that we could help 12-15 more people than we did this
year with our CDBG of $16.665.
• Percent low and moderate income people served: 100%
11.) One of the first screens we perform with any perspective client or family is proof of income and the
client family's ability to pay. If a client cannot supply verification of a sustainable income, we do not
dispense CDBG funds.
12.) N/A
13.) N/A
14.) N/A
15.) See attached letters of support.
16.) See attached Forms A-2, B-2, and C.
CITY OF ASHLAND
2017 Program Year
CDBG APPLICATION CHECKLIST
In order to determine compliance with all applicable HUD regulations and to help
to ensure that projects will be eligible for CDBG funding, the City of Ashland will
need to address all HUD requirements. The purpose of this checklist is to point
out areas where potential problems could arise. Obviously, this is a
comprehensive list, which must evaluate a wide array of different kinds of
proposals. Therefore, not every item will be applicable to every project. Please
fill it out entirely indicating all items which are not applicable and include it
as part of your proposal application.
A. Applicant's Background Yes No NIA
1. Is the applicant a legal non-profit organization or unit X
of government?
2. Do the proposed clients or users of the project meet X
HUD Income Guidelines see page 10 for guidelines)?
3. Does applicant have the capability to maintain written X
income documentation?
4. Has the applicant made a legal or financial X
commitment to a proposed project?
5. Is the applicant primarily a religious organization? X
6. Has the applicant administered a CDBG project X
previously?
7. Is your agency willing and able to provide all required X
reports and accountability to the City as required by
HUD?
B. Project Location and Land Use Issues Yes No NIA
1. Has a location for the project been selected? X
2. Is the proposed project within the Ashland City X
limits?
3. Does the proposed project meet local zoning and X
land use laws?
4. Are any land use permits such as a Site Review, X
partition, annexation or Conditional Use Permit
required.?
5. Have these approvals been obtained? X
6. Does the project comply with current building code X
requirements?
7. Does the project meet handicapped accessibility X
requirements?
4
C. Environmental Issues Yes No NIA
1. Is the project located in the 100-year floodplain? X
2. Is a wetland located on the project site? X
3. Has any environmental contamination been identified X
on the project site?
4. Has asbestos been identified on the project site? X
5. If project involves an existing structure, was it built X
1978 or earlier? If year built is known, leasespecify.
6. Is the proposed project located on a major arterial or X
near the railroad?
7. Is the proposed project located adjacent to an above X
round flammable storage tank?
8. Does the proposed project involve a structure that is X
50 ears or older?
9. Will the applicant complete a Phase I environmental X
review upon receiving a CDBG award?
D. Labor Requirements Yes No NIA
1. Does the project involve construction over $2,000 in X
cost?
2. Will the project trigger Davis-Bacon wage X
-requirements?
3. Will the project trigger BOLI wage requirements? X
4. Does the project involve over $18,703 in City X
awarded rants or contracts?
E. Displacement and Relocation Yes No NIA
1. Will tenants be displaced by the project? X
2. Will a business be displaced by the project? X
3. Will housing units be demolished or converted? X
F. Property Data Yes No NIA
1. Does the applicant own the property by fee simple X
title?
2. Are taxes on the property current? X
3. Is insurance current? X
4. What is the current debt against the property? X
5. What is the current use of the property? X
6. Has an appraisal on the property been conducted? X
If es, what is the assessed value of the property?
5
Appendices:
Forms A-2, B-2, and C
St. Vincent de Paul Board of Directors
4 Letters of Support
Form A-2
To be completed for Social Service Proposals
Social Services Proposals
Activity Start Date Completion Date
Provide assistance with rent Ongoing, Ongoing
Apply for grants to U.S. Bank, First quarter of 2017 Third quarter of 2017
the Ashland Food Coop for
funding
Seek funding from new Ongoing Ongoing
foundations, organizations,
and individuals
Recruit new volunteers Ongoing Ongoing
Social service providers should list key benchmarks in the table above for
their proposed projects (IE hire of personnel, application for further funding,
6
Form B-2
To be completed for Social Service Proposals
Social Service Proposals
Total Cost CDBG Re uest Other Source s)
Direct Client Services $201,632 $25,500 $178,545
Wages (of personal 0
providing direct client
services)
Materials/Supplies 0
Marketing/Outreach 0
Program Administration $2,413 CDBG Funds
Includes overhead and general are not
staffing necessary to administer the
program (accounting, management, available for
grant administration) but that does program
not provide direct benefits to the
client. administration
Total Project Cost $204,045 $25,500 $1783545
i
Form C
SOURCE(S) OF FUNDS FOR OPERATING EXPENSES WORKSHEET
Completeness of this worksheet establishes the capacity of the organization to
sustain the operations of the program(s).
Sources Secured Conditional Tentative Commitment
(awarded with Date
conditions
Federal Grants $25,500 3r quarter
2017
State Grants
Local Grants $40,000 3r quarter
2017
Non Governmental $7,000 2n and 3r
Grants quarter 2017
Donations/Gifts $35,545 10/1/16-
9/30/17
Applicant $96,000
Contribution
Program Income
Loans
Other (specify)
Other (specify)
TOTAL $963000 $1083045
Please provide a description the timeline of loan and grant application dates as
related to the proposed project. Specifically, for any tentative funding sources
please provide application dates, award dates and funding availability dates.
CDBG ($25,500) Application submitted February 2017
ASSG 2017-19 ($40,000) Application submitted February 2017
U.S. Bank ($5,500) to be submitted in July, 2017.
Ashland Food Coop ($1,500) to be submitted in March, 2017.
Donations/Gifts amount is based on historical averages.
8
i
Society of St. Vincent de Paul
Rogue Valley Council Board of Directors
Position' Name Phone Contact Joined Board
President *Kathy Begley h 541-826-5722 begley2001@aol.com 2012
c 541-951-6012
Past President *Socorro Holloway h 541-776-4138 Socorro2@charter.net 2009
c 541-821-5953
VP-Facilities *Dennis Mihocko c 541-531-3832 dennissvdp@gmail.com 2007
VP-Operations *Al Zon h 541-770-9461 zon97504@gmail.com 1997
c 541-973-1149
VP- Community Outreach Tedde Ridley h 541-664-5800 tedderidley@gmail.com 2008
c 541-324-4334
VP - Grants *Rich Hansen h 541-770-6062 richhansen39@charter.net 2013
c 541-261-6855
Treasurer Tom Fleming h 541-499-6466 oceans17@charter.net 2016
Secretary *Nancy Hunt h 541-857-4987 nanoh1@yahoo.com 2004
**Store Manager Karen McNeilly h 541-855-2008 patrickmcneilly@charter.net 1995
Volunteer Coordinator Ginger Vanek h 541-292-4848 gingervanek@gmail.com 2014
Conference Officers Phone E-mail Address Joined
Board
Joe Schudawa, President h 541-772-8506 schudawa@charter.net 2013
Social Services Phil Horner, VP h 541- 879-0558 phorner63@yahoo.com
Sacred Heart, Conference 1 2014
Thrift Store Ralph Browning, c 541-261-0866 browningralph 2015
BI. Anna Maria, Conference 2 President @gmail.com
Kitchen Charlotte Martinson, Mgr c 541-499-8992 cmmartinson@charter.net 2015
St. Teresa, Conference 3 Curt Swift, President c 541-864-9232 cswift444@gmail.com 2015
Helen Smith,VP c541-512-9153 hfsmithsmallsteps@gmail.
com
Urban Rest Stop TC Myers c541-601-5273 myersmanor1942@gmail. 2013
St. Francis of Assisi, Lee Myers c541-301-0025 com
Conference 4
Office Nancy Fleming, President h 541-499-6466 nldfleming@gmail.com 2016
St. Anna, Conference 5
Ashland Social Services, Paul Adalian, President h 541-488-6868 adalianp@sou.edu 2017
Conference 6
Food Pantry Beth Hunter, Mgr 541 664-3481 beth j.hunter@q.com 2016
Shepherd of the Valley, Glenn Cote 541-261-8322 jcgcote@charter.net
Conference 7 Jim Betschart 541-664-0897 wr400jamesb@hotmail.co
m
Family Shelter Kathy Morgan, Pres. c 541-531-6113 rkxmorgan@yahoo.com 2011
St. Anthony, Conference 8 h 541-773-5954
Al Zon, VP , Bd rep h 541-770-9461 zon97504@gmail.com 1998
c 541-973-1149
Home Visit/Med Assist Don Krolak, President c 916-225-0223 donkrolak@gmail.com 2016
St. Augustine, Conference 9
**Needy Meds Don Krolak c 916-225-0223 donkrolak@gmail.com
**SVDP Dental Program Paulene Morgan 541-973-3965 pauley.faye@gmail.com
*Executive committee member **Not a Board member
2/15/2017
January 21, 2 017
To whom it may concern,
Over the past five years I have had the opportunity to work with local volunteers
from St. Vincent de Paul who provide case management and intervention services
for local residents in crisis. I am writing to convey my utmost respect and
appreciation for this work, which is always critical, and often life-saving.
The hearty band of St. Vincent volunteers serving our community has no office or
meeting place. Instead, members operate out of their homes, sharing a telephone to
receive and answer calls for assistance. Some callers are desperate for tangible
items, like a sleeping bag, diapers or a night in a motel, that will fill a specific, urgent
need and allow the individual or family to move forward. In other cases, the
dysfunction or crisis requires prolonged support, including case management,
which can take days or weeks of focus.
As manager of Ashland Emergency Food Bank, I frequently turned to St. Vincent de
Paul volunteers to address dire situations that eclipsed the capacity of other
agencies. A grant from St. Vincent's housing fund often means the difference
between stability and the desperate spiral of homelessness that can easily swallow a
family. Similarly, a good pair of boots purchased for a client entering the workplace
can be the difference between unemployment or a job. Help at the moment it is
needed can change the trajectory of an individual or family.
With no salaries and no overhead, St. Vincent de Paul provides targeted, efficient,
and cost effective services to our most vulnerable residents. I am extraordinarily
grateful for the agency's presence in our community and endorse ongoing support
for this work.
Regards,
Y ~ lwa"
Pam Marsh
LIVE UNITED
United Way .
of Jackson County
January 24, 2017
City of Ashland
200 E Ashland
Ashland, OR 97520
To Whom It May Concern,
It is an honor and a privilege to write a letter of support for the St. Vincent de Paul application for
CDBG funding from the City of Ashland. St. Vincent de Paul is a remarkable organization of all
volunteers deeply committed to delivering services to people who experience homelessness and
near homelessness. United Way of Jackson County partners with organizations in Ashland to
deliver emergency cash assistance for housing, utilities, car repairs and more. Our most significant
partner is St. Vincent de Paul. They provide remarkable case management that truly changes lives.
St. Vincent de Paul. is the strongest, most effective and efficient organization delivering emergency
social services in Ashland. They help people transition to housing, stay housed, get re-housed
rapidly and they do this work by offering a hand up. They provide this service without judgment to
the people they serve and they do it on faith.
United Way is proud to partner and couldn't recommend St. Vincent de Paul more. If I can be of
further information, please don't hesitate to call me at 541.773.5339 or email me at
deeanne(cr~,unitedwayofj acksoncounty.or.
Regards,
Dee Anne Everson
Executive Director
community compassion empowerment vision integrity community compassion empowerment vision integrity
1457 East McAndrews, Medford, OR 97504-6107. 541.773.5339 • fax: 541.773.7042
_r
Options for Homeless Residents
of Ashland (OH RA)
February 15, 2017
To Whom It May Concern,
Over the past 3 years, St. Vincent De Paul has been our most reliable partner in serving
the critical needs of the housed and homeless populations of Ashland and Talent. In
that time, together we were able to preserve and find housing for over 100 families in
our community.
St. Vincent De Paul has developed strength and respect in their long history of serving
our low income populations and helping them meet their needs when crisis arises. From
our beginning St. Vincent De Paul was ready and willing to pool financial resources,
collaborate in case management, share personal contacts and introduce us to housing
opportunities within the community. Without St. Vincent De Paul our own growth would
have been significantly slower. Together we are able to provide services that are
magnified beyond what would have been possible for either agency alone. We are
thankful every day for their support to us as a partner organization and for the work they
do in saving the lives and dignity of people in poverty.
St. Vincent De Paul has been a model and mentor, not only for the Ashland Community
Resource Center (ACRC), but for all the social service providers in the communities of
Ashland and Talent.
a'v~ -
Sharon Harris, President
Options for Homeless Residents of Ashland
Our Lady of the Mountain Catholic Church
987 Hillview Drive
/mss Ashland, OR 97520-3521
541 482-1146 Fax: 54I 488-5174 Email: olmop@mind.net
February 6, 2017
To whom it may concern,
The St. Vincent de Paul Conference here in Ashland is doing a great service to the people in
Southern Oregon. The St. Vincent de Paul volunteers who selflessly give their time and treasures
are truly making a difference in the lives of the poor who are in dire need of help in Ashland,
Talent, and Phoenix. I am truly grateful for the work that this great organization is doing for the
community. As pastor of Our Lady of the Mountain Catholic Church here in Ashland, St.
Vincent de Paul has my full support and endorsement.
The great task of helping those who are poor never stops. St. Vincent de Paul is one of those few
remaining strong organizations who continue to welcome the knocks of those who are in need of
assistance with food, clothing, and shelter.. I hope that they will continue to receive the support
they need so that they can go on with their work and ministry of lightening the burden of those in
poverty.
May you all be blessed.
In Christ,
O
Fr. tL Escano
Pastor
Our Lady of the Mountain Catholic Church
Ashland, OR
i
CITY OF ASHLAND
2017 Program Year Community Development Block Grant (CDBG) Application
These completed Sheets shall be included as the first pages on all submittals.
1. APPLICANT INFORMATION
Applicant Organization Name:
Family Solutions
Executive Director's Name(s): Thomas Johnson
Board Member Names (attach separate sheet)
Applicant Mailing Address:
1836 Fremont Street, Ashland, OR 97520
Applicant Street Address:
1836 Fremont Street, Ashland, OR 97520
IRS Classification: 501(03 Non-Profit
Federal Tax ID#: 93-0605594
Mission Statement: (may be attached)
With the highest ethical and professional standards, Family Solutions provides a
continuum of community-based mental health services for children, youths, and
their families.
Total Employees: 111 Total Volunteers: 18
II. CONTACT PERSON (designate a contact person who is familiar with the project)
Name: Thomas Johnson
Title: Executive Director
Phone Number: 541 482-5782
Fax Number: 541 482-5034
E-mail Address: tiohnson(a-).solutionsor.org
III. PROJECT INFORMATION SUMMARY
Project Name or Title:
Rehabilitation of Family Solution's Ashland Facility
Expected Completion Date: July 31, 2017
Requested CDBG Funds: $ 59,348.00
Organizational Match: $ 10,151.70
Funds from Other Sources: $ 6175.00
Total Project Cost: $ 75,674.70
I
2) A project summary including a brief description, project background and a list of project objectives.
The Family Solutions (FS) facility in Ashland was built in 1974. Remodeling by FS was completed in 1983
and again in 2001. In 2014 the FS administration and Board of Directors set new goals to begin repairing
and remodeling both the Medford and Ashland facilities. With the help of local foundations and Family
Solutions funds, furniture has been replaced, and the kitchen in the Ashland facility has been renovated.
In 2016 the irrigation system and a sump pump were replaced, plumbing issues were addressed,
classroom carpet was replaced and the gym floor and roof were repaired. A full time maintenance
position has been added to maintain the buildings. In 2017 the gym, classroom and activity center were
painted. Funds for recent completed projects came from Family Solutions and the Autzen Foundation.
Several proposals were submitted to other foundations but were denied.
We feel that this project is a high priority because the repairs needed are impacting the comfort and
safety of our facility. Rehabilitation will have a positive effect on supportive services that will improve
the mental health and safety of the children with emotional issues who are served.
The current objectives include: gutter replacement, replacing 44 windows, removal of corbels over
windows to prevent leaking, replacing carpet in administration, counseling and activity center and
repairing roofing over the counseling center. The total cost for the remaining items is $59,348. Because
of the age of these facilities and the constant use by families, residents and staff, Family Solutions feels
it is imperative to upgrade their buildings.
The issues we are dealing with include: 1) The gutters are undersized and rust has caused holes to
develop in some areas. Some of the gutters are gapping from the wall causing rain water to leak into the
walls. 2) The windows need to be replaced because they have failed. They are dual paned, however,
they are getting moisture between the panes, causing the aluminum frames to stay damp and to rust in
some areas both inside and out. 3) The carpet in the administration, counseling office and activity center
is frayed at the seams and is becoming worn in high traffic areas. Although we are having them cleaned
on a regular basis, they appear shabby and could cause a child, family or staff member to trip where the
fraying has taken place. The last time the carpet was replaced was 2008. 4) In 2009 minor repairs were
made to only one small portion of the roof. Now, significant areas of the roof over three sections of the
facility are failing and need to be replaced according to two contractors. They lack flashing between the
roof edge and the gutters, and the result is water leaks directly into the interior of the structure's walls,
leading to a host of problems. The roof also requires new vents and plumbing pipe boots. This is a 40
year old facility which is heavily used and requires attention to maintenance issues. These repairs are
sorely needed and will significantly improve the building's longevity.
3) Property and Project Information relating to rehabilitation
a) Not applicable (this is not a housing project)
b) Property consists of three connected buildings of 2296 Sq. Ft., 2156 Sq. Ft. and 1092 Sq. Ft.
(Total: 5544 Sq.). The lot is 0.43 acres
c) Not applicable. This is not a residential facility
d) Not applicable
e) All three buildings are accessible to the disabled.
f) Not applicable
g) Not applicable
h) Not applicable
i) The facility was built in 1974. It will be occupied by some children under the age of six but they
will not be residing at the building. The children will spend the school day within the building.
j) This is not a housing project. There will be no new construction in this project.
k) If the project involves rehabilitation attach a description of the work to be completed.
(attached)
1) There will be no tenants. Target population is children ages 5-15.
m) Not applicable
4) Briefly describe the services to be provided and the eligible target population receiving direct
benefit from these services
All of the programs offered at Family Solutions have the goal of empowering participants by guiding
them through the process of identifying and implementing solutions to their problems. The programs
that operate out of the Ashland facility and their services include:
• Psychiatric Day Treatment
• Systems of Care
• Differential Response
• In-Home Safety and Reunification Services
Psychiatric Day Treatment
Psychiatric Day Treatment is an intensive five-day-per-week program for children with severe emotional
and behavioral issues. The program offers individual, group, and family therapy; regular and special
education services; and individual and group skills training in a therapeutic environment. Family
Solutions Day Treatment provides an alternative to residential care, allowing children to remain at home
during intensive treatment. The average length of stay is 10 months, after which most children
successfully transition back to their regular school. Seventeen children/families have been served in this
program over the past six months.
Community Based Services are built upon the brief, strength-based, solution-focused model of
treatment. Many of these families are on the HUD waiting list, or already getting HUD services. The
program is headquartered at the Ashland facility and most staff receives supervision in Ashland. When
working with these families, Family Solutions works closely with the Department of Human Services, On
Track and the Family Nurturing Center. The services provided are all In-Home community treatment
services that help families directly in their home when they are at risk of losing their children to become
wards of the state. The main goal of all these services is to prevent disruption of the family life. The
objectives are to reduce a threat to safety, remove barriers to access to care, create service links,
develop long term sustainable supports and to increase family functioning and cohesion. The
Community Based Services are as follows:
I
Systems of Care funding is the funding stream of last resort. It is client specific and addresses one of
the following goals:
Safety: To prevent placement or re-entry into substitute care/ to ensure the child's safety in the home;
Permanency: To prevent movement into substitute care and to ensure stability in the living situation;
Facilitate Reunification: To facilitate the child's return home and preserve continuity of family
relationships and permanency for the child; Permanency: To facilitate the child's permanency plan of
adoption or guardianship; and Well-being: To facilitate the child's well-being by either: (a) enhancing the
family's capacity to provide for the child's needs; or (b) ensuring the child receives adequate and
appropriate services to meet their specific needs
Eight children/families have received system of care services over the past 12 months.
Differential Response (DR) is a family-centered approach for families struggling with issues of child
abuse or neglect. Families can access DR in the assessment phase, if their children have been
determined to be safe and the family meets the criteria for moderate to high needs. Seven children and
their families have been involved in DR in the past 12 months.
In-Home Safety and Reunification Services (ISRS) is an intensive short-term program (typically 8 weeks
but can be extended to a maximum of 14 weeks). The Department of Human Services' goal is to safely
reduce the number of children who enter or remain in foster care by ISRS. Fifty nine children have been
served by ISRS in the past 6 months.
The targeted population includes children ages 5-15 that have severe emotional and behavioral issues,
children in foster care, families struggling with issues of child abuse or neglect who are at risk for having
their children removed from the home and children who have been in foster care and are ready to
return home. Two-thirds of the population served live in low income housing. The remaining one/third
of children reside in foster homes.
5) Work Program and Time Line (see Form A-1- Project Schedule)
6) Financial Information - A budget describing total cost, cost per task, existing (secured) project funds
and unfunded costs. Identify any and all source(s) of funding.
The total budget for this project is $75,674.70 and includes repairs to the Ashland facility of Family
Solutions. The project began in September 2016 with the replacement of the carpeting in the classroom.
The total cost of this phase was $2270 which was paid for by Family Solutions. The second phase began
in November 2016 and included the addition of irrigation, plants and the removal of a tree stump in the
exterior of the building. The total cost for this phase of the project was $1106.70 which was paid for by
Family Solutions. The Autzen Foundation funded almost the entire cost of the gym roof and floor
replacement ($6575) with a grant of $6175. The remaining $400 was covered by Family Solutions and
this phase was completed in November 2016. In January 2017, Family Solutions paid $650 to paint the
gym. The final phase of this project will include gutter replacement at $2470, replacement of 44
windows and re-caulking of corbels which are over 34 of the 44 windows at $32,535, replacement of
carpeting in the administration building, counseling center and activity center using 340 yards of carpet,
medium grade, including 81b pad at $8343 and replacing the roofing in three areas including the 2x2 drip
edge at $16,000.
a) Assumptions used to determine total project costs:
Three bids from local contractors were received before a decision was made regarding the
repairs necessary, the method and materials to be used, and the contractor best suited to
complete the job. These bids were reviewed by the Family Solutions Business Manager,
Executive Director and the Board of Directors before a contractor was chosen.
b) Consideration given to remaining economic life of the property and cost increases
such as unanticipated repair?
Each contractor bidding on the job did a thorough inspection of the building and expected
repairs needed. A hidden cost, such as repair of rotting wood around the windows, was factored
into the bid. These repairs to the roof and replacement of carpeting and windows should be
serviceable without repair for many years. Expected life of the roof is 20 years, the windows, SO
years, the gutters 20-30 years and the carpeting 8-10 years.
c) Describe the financial assumptions used to develop the operating budget.
The budget was developed around the critical repairs needed for the building. Family Solutions
determined what funds they had available to contribute to the repairs. An effort had been made
to apply to local foundations for financial assistance, but with the exception of one foundation,
these were denied. The work of the full time maintenance person will decrease the possibility of
future maintenance expenses.
d) Discuss non-typical expenses
There are no non-typical expenses expected.
e) Attach letters of funding commitment from other sources if available
Award letter from the Autzen Foundation attached
f) Will property tax exemption be requested for the project?
No
7) Eligibility for Federal Funding
Rehabilitation costs will be part of the proposed project.
General Information
a) The proposed project is within the Ashland city limits.
b) All Family Solutions clients served in Ashland are considered low income, are eligible for OHP
and live in HUD housing with the exception of those children residing in foster homes.
c) There are no financial or legal commitments made to this project
Housing Development, Land Acquisition, or Rehabilitation Specific Information
I
d) No permanent housing units will be converted or demolished
e) N/A
f) A level 1 environmental assessment has not been done for the site, as it is not housing.
g) The proposed rehabilitation site is not located adjacent to a major arterial road or railroad.
h) The proposed site is not located adjacent to an above ground flammable storage tank.
i) The proposed project will not impact historic features.
8) The agency's mission and service history.
Family Solutions (FS) was established in 1971 as part of an effort to develop alternatives to institutional
placement of children with emotional issues. For 46 years the agency has provided a continuum of
children's mental health services from early intervention to intensive residential treatment - including
school based and out-patient services, Psychiatric Day Treatment, supervised visitation services,
Therapeutic Foster Care and Group Homes and in home services. Serving Jackson and Josephine
Counties, Family Solutions has facilities in Ashland, Medford and Grants Pass. Over the past two years,
Family Solutions has made it a priority to renovate and update its facilities so that they can best meet
the needs of the children and families it serves.
9) Will the project promote self-sufficiency for extremely low-, low-moderate families or individuals
with special needs?
Psychiatric Day Treatment provides an alternative to residential care, allowing children to remain at
home during intensive treatment. The goal of day treatment is for the children to be successful in
school, at home and in the community. Using individual and family therapy, regular and special
education, skills training, service planning and psychiatric oversight, both children and their families are
given the skills needed to be independent and successful within the community.
Community Based Services allows Family Solutions staff to work closely with other community agencies
to achieve the goal of keeping children safely at home and out of foster care. All services are provided in
the home and community with the focus being to improve parenting skills, provide skills training and/or
counseling to the child and family. The result is families that are more cohesive and successful in all
areas of life.
10) Identify how your project benefits extremely low, low and moderate-income individuals or
individuals with special needs.
While Family Solutions does not deny services based upon income, since more than 90% of our clients
are referrals through DHS and are OHP eligible, they are also HUD eligible. Many of our clients are
indeed recipients of HUD housing, and we often provide support and advocate for our clients if they are
applying for HUD housing.
Family Solution's mission has always been to develop alternatives to institutional placement of children
with emotional issues. Their overall philosophy is based on the value of preserving individual and family
integrity by helping children and families build on their innate strengths. Those in need are served
regardless of income. Children and families are given the skills they need to maintain the family
structure and live independently in the community. Each child's well-being is ensured and families learn
to form cohesive and positive relationships.
11) Describe how the project ensures that moderate-income individuals do not benefit to the
exclusion of extremely-low or low-income individuals.
Family Solutions receives referrals from other agencies, schools and families. Income is not a factor in
determining the need for treatment.
12) Indicate if you expect the project to cause low and moderate income housing to be demolished or
converted.
N/A
13) Project Feasibility
a) Does the applicant have the experience and capacity to complete and manage the project
proposed?
Family Solutions has been in operation for 46 years. Family Solutions programs are licensed by Oregon
Department of Human Services and certified by Oregon Mental Health and Addiction Services. The
administration and staff has been maintaining the facilities for over four decades making certain that
they are accessible and that they meet the needs of the children and families that access the buildings.
In 2016, Family Solutions added a full time maintenance position to maintain the buildings. This person
will be available, along with the Chief Operations Officer and Executive Director, to oversee the repairs
as they are completed and maintained in the future.
b) Are ongoing operating expense and maintenance reserve estimates reasonable?
Yes. Family Solutions has the funds to maintain the repairs that will be completed. The windows, roof,
gutters and carpeting should be serviceable for many years to come. Family Solutions allocates 7% of its
budget each year for maintenance and repair of its facilities and replacement of furniture and vehicles.
c) Does the applicant have a purchase option on the property?
The applicant has a mortgage on the current building.
d) Does the project require temporary or permanent relocation?
No.
e) N/A
f) N/A
g) N/A
I
h) What is the condition of any improvements on the property and what is the expected life of the
property?
Over the last two years the kitchen in the Ashland facility has been renovated. In 2016 the irrigation
system and a sump pump were replaced, plumbing issues were addressed, classroom carpet was
replaced and the gym floor and roof were repaired. We estimate that the lifespan of these repairs
would be at a minimum ten years and with the good oversight and maintenance we will provide,
possibility several years longer. Family Solutions budgets 7% of operating costs for care and
maintenance of grounds and major repairs.
i) Describe commitment of project funding from other sources.
Family Solutions has received $6175 from the Autzen Foundation and has committed $10,151.70 from
their own funds.
14) N/A
15) Please attach any other statistical date, letters of support, applicable experience of the sponsor,
evidence of support from other funding sources.
Attached please find bids, award letter from the Autzen Foundation, Board meeting minutes describing
funding.
I
-F"ret
Empot,uerin Failies - Enhancing Lives
Board of Directors 2017
Nam Address, Phoney N umbcr& mail Occupation Year joined
Roy Lindsay 515 NW Manzanita. Grants Pass 97526 Retired Computer 2016
President 541-479-8997 (h) 541-291-0346 (cell) Science
roy@rcl-ventures.com
Dave Mooers 1500 Siskiyou Blvd. Ashland 97520 V.P./Branch Manager, 2015
Treasurer 541 488-7304 (w) 541 601-5010 (cell) People's Bank of
davem@peoplesbankofcommerce.com Commerce
Shirley Taylor RN 1305 Alex Way Medford 97501 Pediatric Clinic 2010
Secretary 541 732-8375 Manager, Providence
shirley.taylor3@providence.org Hospital
Phyllis McGill 730 NW Midland Ave Grants Pass 97526 Retired Teacher 2009
541 476-3232
twmcgill@charter.net
Midge Renton 734 NW Midland Ave. Grants Pass 97526 Retired School 2009
541476-5396 Administrator
wlrenton@magick.net
Jim Tardieu 310 Nelson Way. Grants Pass 97526 Retired High School 2016
541-660-3070 (cell) English Teacher, and
jtardieu@grantspass.kl2.or.us Personnel Director
Updated 1/2017
I
Attachment
3. Property and Project Information relating to acquisition, rehabilitation, site clearance,
and development
k) If the project involves rehabilitation attach a description of the work to be completed.
The following work will be completed:
1. A total of 44 windows will be replaced with vinyl windows. The window replacements will
include re-caulking of the corbels. The expected lifespan of these windows is 50 years. The job
will be completed by Mountain View Window and Door and will cost $32,535.
2. Carpeting will be replaced in administration building, counseling and activity center. The carpet
will be installed by South Valley Construction, Medford for a total cost of $8343. The life
expectancy of the carpeting is 8-10 years.
3. The roofing will be replaced in three areas including the 2x2 drip edge. The work will be
completed by Skye Roofing, Medford for a total cost of $16,000. The life expectancy of the roof
is 20 years.
4. Gutters will be replaced by A-1 Quality Gutter Company, Medford for a total of $2470. The
gutters are expected to last for 20 years.
The total requested for these repairs is $59,348.00
I
tti ~~t t.I.m'4A E fc)unlation ( ` L 6~E ice ~ A 11 709
pordand/ oret A.- N./ I./
~on 97008
503 220-0051.
912 1 12 0 1 6
Torn Johnson, Executive Director
Fainily Solutions
1836 Fremont Street
Ashland, O 97520
Grant from The Autzen Foundation
Dear Mr. Johnson:
It is with pleasure that we are awarding your organization with funding for your
prograrn. Inclosed please find a check for $6175.00. This is from the Autzen
Foundation to support the floor and rool'repair of your gym.
We wish you continued success with your prograrn and look forward to a final
report once the project is finished.
Yours truly,
-4J
"Ilk
1-11lary Evart
Adizrinistrator
The Autzen Foundation
m ~ LLx~
2761
THE AUTZEN FOUNDATION '
P.O. BOX 3709 FI$kkf"a~Freba a
PORTLAND, OR 97208 Fraeacm €
19-7076-3250
DATE
PAY
TO THE
ORDER OF' (0
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DOLLARS 6)
CHASE TWO siGNATU s R U RED
RMorgan Chase Bank, N.A. °
www.Chase.com $
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Empowering Families- Enhancing Lines
Agenda Detail
9/12/2016 Meeting - Select Items
Aged Item 6- .R Grants Overview. (jacob)
Current Family Solutions grants applications in progress:
Project Grantor Requested Awarded
• Medford bathroom and break room renovation Swindells Charitable Trust $20,905.00 -
• Ashland DTX gym roof and floor renovation Autzen Foundation $6,175.00 -
• TFC training curriculum and conference room Carrico Family Foundation $4,533.00 $3,000
$31,613.00 $3,000
KD107 kEQU ED: oiie, - liifortliatioiiali
Agenda I e- . 7-gym New Policiesfor approval. Tom
See Policies forApproval attached to this board packet: These are updated and revised policies that have been
previously approved by the Board.
Agenda [Lem 7-b,, Carrico Family Foundation Grant Report. (Jacob)
The Final Report for the 2015 grant from Carrico requires the Board President's (Kevin's) signature.
Agenda I t- 7-c.- Resolution t Op an Ines Sri aii Account. (Dorothy)
In order to designate funds to reserves and to keep our bank accounts within FDIC limits.
[10-10N SQUIRED. Mote ait ~
.Agenda Iteni 7-d: Board Member Agency Tour. (Toni)
For all Board of Directors to tour all facilities of the agency and meet with program managers and COO.
A YTION . SQUIRE a Decide a poti date and t ree of to
Page 1 of 1
CITY OF ASHLAND
2017 Program Year
CDBG APPLICATION CHECKLIST
In order to determine compliance with all applicable HUD regulations and to help
to ensure that projects will be eligible for CDBG funding, the City of Ashland will
need to address all HUD requirements. The purpose of this checklist is to point
out areas where potential problems could arise. Obviously, this is a
comprehensive list, which must evaluate a wide array of different kinds of
proposals. Therefore, not every item will be applicable to every project. Please
fill it out entirely indicating all items which are not applicable and include it
as part of your proposal application.
A. Applicant's Background Yes No N/A
1. Is the applicant a legal non-profit organization or unit X
of government?
2. Do the proposed clients or users of the project meet X
HUD Income Guidelines (see page 10 for guidelines)?
3. Does applicant have the capability to maintain written X
income documentation?
4. Has the applicant made a legal or financial X
commitment to a proposed project?
5. Is the applicant primarily a religious organization? X
6. Has the applicant administered a CDBG project X
previously?
7. Is your agency willing and able to provide all required X
reports and accountability to the City as required by
HUD?
B. Project Location and Land Use Issues Yes No N/A
1. Has a location for the project been selected? X
2. Is the proposed project within the Ashland City X
limits?
3. Does the proposed project meet local zoning and X
land use laws?
4. Are any land use permits such as a Site Review, X
partition, annexation or Conditional Use Permit
required?
5. Have these approvals been obtained? X
6. Does the project comply with current building code X
requirements?
7. Does the project meet handicapped accessibility X
requirements?
1
C. Environmental Issues Yes No NIA
1. Is the project located in the 100-year floodplain? X
2. Is a wetland located on the project site? X
3. Has any environmental contamination been identified X
on the project site?
4. Has asbestos been identified on the project site? X
5. If project involves an exiting structure, was it built X
1978 or earlier? If year built is known, please specify. 1974
6. Is the proposed project located on a major arterial or X
near the railroad?
7. Is the proposed project located adjacent to an above X
ground flammable storage tank?
8. Does the proposed project involve a structure that is X
50 years or older?
9. Will the applicant complete a Phase I environmental X
review upon receiving a CDBG award?
D. Labor Requirements Yes No N/A
1. Does the project involve construction over $2,000 in X
cost?
2. Will the project trigger Davis-Bacon wage X
requirements?
3. Will the project trigger BOLI wage requirements? X
4. Does the project involve over $18,703 in City X
awarded rants or contracts?
E. Displacement and Relocation Yes No N/A
1. Will tenants be displaced by the project? X
2. Will a business be displaced by the project? X
3. Will housing units be demolished or converted? X
F. Property Data Yes No N/A
1. Does the applicant own the property by fee simple X
title?
2. Are taxes on the property current? X
3. Is insurance current? X
4. What is the current debt against the property? $292,11
8.77
5. What is the current use of the property? Programs/
children
w/mental
illness
6. Has an appraisal on the property been conducted? X
If yes, what is the assessed value of the property?
2
Form A-1
To be completed for Development or Rehabilitation Proposals
Housing Proposals
Activity Start Date Completion Date
Site Planning &
Development
Option N/A
Site Acquisition N/A
Plan Development September 2016 November 2016
Pre-application November 2016
Land Use Approval N/A
Construction Plans N/A
Final Bids November 2016 February 8, 2017
Contractor Selection November 2016 February 10, 2017
Building Permits N/A
Grant applications N/A
local
state
federal
Non-government
other
Loan Applications N/A
Construction loan
Permanent
Construction Phase
Construction April 15, 2017 Jul 31, 2017
Certificate of Occupancy N/A
Please provide your best (realistic) date estimates regarding the project
schedule
3
Form A-2
To be completed for Social Service Proposals
Social Services Proposals
Activity Start Date Completion Date
Social service providers should list key benchmarks in the table above for
their proposed projects (IE hire of personnel, application for further funding,
initiation of direct client services, etc)
4
i
Form B-1
To be completed for Development or Rehabilitation Proposals
Uses of Funding N/A
Housing Proposals
Total Cost CDBG Request Other Source s
Acquisition Costs
Land
Improvements
Liens and other Taxes
Closing costs
Off-Site costs
Other
SUBTOTAL
Development Costs
Land Use Approvals
Building Permits/fees
(Include Engineering and
Community Development Fees)
System Development Charges
(SDCs)
Relocation Costs
Environmental Report / Lead
Based Paint Clearance
Soils Report
Survey
Marketing
Insurance
Other
Fees
Architectural/Engineering
Legal/Accounting
Appraisals
Lenderfees
Construction Loan
Permanent Loan
Tax Credit Fees
Developer Fee
Consultant Fee
Other
TOTAL
5
Form B-2
To be completed for Social Service Proposals
Social Service Proposals
Total Cost CDBG Request Other Source(s)
Direct Client Services
Wages (of personal
providing direct client
services)
Materials/Supplies
Marketing/Outreach
Program Administration CDBG Funds
Includes overhead and general are not
staffing necessary to administer the
program (accounting, management, available for
grant administration) but that does program
not provide direct benefits to the
client. administration
Total Project Cost
6
i
Form C
SOURCE(S) OF FUNDS FOR OPERATING EXPENSES WORKSHEET
Completeness of this worksheet establishes the capacity of the organization to
sustain the operations of the program(s).
Sources Secured Conditional Tentative Commitment
(awarded with Date
conditions
Federal Grants
State Grants
LocaN Grants
Non Governmental $6175,00 9121/16
Grants
Donations/Gifts
Applicant $10,151.70 10/1/16
Contribution
Program Income
Loans
Other (specify)
Other (specify)
TOTAL 165326.70
Please provide a description the timeline of loan and grant application dates as
related to the proposed project. Specifically, for any tentative funding sources
please provide application dates, award dates and funding availability dates.
We received the award from the Autzen Foundation in late September. We had applied for other
for other foundation funding (Carpenter Foundation) but were refused. Chaney and West
Foundations recommended not applying due to Foundation priorities. We are asking for $59,348
In CDBG funds to help us complete this project.
7
Form D
DISCLOSURE OF INTERESTS
To assist the City of Ashland in determining whether there may be a potential
conflict of interest related to the expenditure of Community Development Block
Grant funds we request the following information be provided by applicants:
ORGANIZATION NAME:
Organization is: 1. Corporation ( )
2. Non-Profit 501 C3 (X )
3. Partnership ( )
4. Sole Owner ( )
5. Association ( )
6. Other ( )
DISCLOSURE QUESTIONS
If additional space is necessary, please attach a separate sheet.
1. State the names of each "employee" of the City of Ashland having a financial or personal
interest in the above mentioned "organization" or project proposed.
Name, Job Title and City Department
n/a
2. State the name(s) of any current or prior elected or appointed "official", of the City of Ashland
having a potential "financial interest" in the organization or project.
Name/Title
n/a
3. Provide the names of each "board member" of the Organization seeking CDBG funding
Name Board, Commission, or Committee (may be attached as a separate Sheet) Attached
1
2
3
4
5
6
7
8
9
10
11
12
additional
If the applicant has provided names in question 1 or 2, please provide details
regarding any known potential conflicts of interest in an attached narrative.
8
I
S1
4Y e Roofing LLC,
February 1, 2017
Val Mabe
1836 Freemont St.
Ashland, OR 97520
Re: Roofing Estimate Single Ply on Three Sections of Roof
• Take off existing roofing and haul away
• `Inspect decking to assure no rotted plywood
• Prep decking by pounding or pulling old nails
• Install 1" insulation held down with metal washers and 1" screws
• Install TPO coated 2x2 drip edge metal
• Install 60mm single ply`
• Install vents for proper ventilation and plumbing pipe boots
• Install termination bar around the wall as needed
Total with Labor and Materials: $16,000.00
Full payment will be made when the above specifications have been completed. We agree to fix any problem
with the roof that is a direct result of the installation for a period of 5 years from the date of completion.
Respectfully submitted: C~ooC
Property Owner:
Skye Roofing LLC 561 Midway Rd. Medford, OR 97501 skye-roofir) g0jiotrnai1.com Ph: 541-941-4630
CCB # 199716 visit our website at skyeroofing.com
i
MOUNTAIN VIEW WINDOW & DOOR
4778 CRATER LAKE AVE
MEDFORD, OR. 97504
541-772-2272 / FAX 541-779-9303
CCB 4101725
Name / Address Estimate
FAMILY SOLUTIONS
1836 FREEMONT
ASHLAND, OR 97.520
541-482-5792 #202 VAL 11334
vmabe asolutionsor.org
Date Sales Person Project Reference #
2/9/2017 RC
Description Total
INSTALLING 34 OF OUR BEST ALSIDE "FAIRFIELD" 80 I.E SF SERIES ALMOND VINYL FRAMED, STEEL 28,595.00
REINFORCED WINDOWS WITH DUAL PANE, HIGH PERFORMANCE, LAMINATED HEAT REFLECTIVE CLIMA
TECH LT PLUS LOW E SAFETY GLASS, SUPER SPACER AND NEW SCREENS. ALL WINDOWS AND DOORS ARE
INSTALLED BY OUR OWN CERTIFIED INSTALLERS INCLUDED ARE NEW PRIMED INTERIOR SILLS AND
CASING AS WELL AS RECAULKING OF ALL OF THE LEDGES AND CORBELS, MATERIALS, LABOR AND
DISPOSAL. EXCLUDED IS PAINTING, STAINING OR WINDOW WASHING.
ALL ALSIDE "FAIRFIELD" IF SERIES WINDOWS AND / OR DOORS INCLUDE THE FOLLOWING FEATURES: 0.00
* STEEL REINFORCED FRAMES.
* ROTARY POSITIVE ACTION METAL CAM SECURITY LOCKS.
* EASY OUT SCREENS.
* HEAVY DUTY ROLLERS.
* "PLUS" SUPER SPACER GLAZING SYSTEM (INCREASES UNIT SEAL LIFE / 60% MORE ENERGY EFFICIENT
THAN BOX SPACER / 18% LESS SOUND TRANSMISSION).
* LAMINATED DUAL PANE SAFETY GLASS THAT IS BONDED TO HELP KEEP THE GLASS TOGETHER IN THE
EVENT OF IMPACT.
* "CLIMA TECH " GLASS A DUAL LAYER LOW E GLASS WITH ARGON GLASS.
* "IE" CARBONIZED FOAM FILLED FRAMES ON ALL OPERABLE WINDOWS REFLECT HEAT AND
SIGNIFICANTLY IMPROVE INSULATION.
* 10 YEAR LIMITED WARRANTY. INCLUDING PARTS AND LABOR TO THE ORIGINAL OWNER.
Total
Page 1
MOUNTAIN VIEW WINDOW & DOOR
4778 CRATER LAKE AVE
MEDFORD, OR. 97504
541-772-2272 / FAX 541-779-9303
CCB #101725
Name / Address Estimate
FAMILY SOLUTIONS
1836 FREEMONT
ASHLAND, OR 97520
541-482-5792 #202 VAL 11334
vmabe a)solutionsor.org
Date Sales Person Project Reference #
2/9/2017 RC
Description Total
HOW WELL DO YOU KNOW YOUR CONTRACTOR? CHECK US OUT AT wkvw.oregon.gov/ccb/ WITH THEIR 0.00
"CONTRACTORS SEARCH" FEATURE AND OUR CCB #101725. AT THE BETTER BUSINESS BUREAU w«Av.bbb.org
WHERE WE HOLD AN A+ RATING, AT www.energytrust.org WHERE WE HOLD A 3 STAR RATING OR AT ANGIE'S
LIST -www.angieslist.com.
WE HAVE BEEN IMPROVING OREGON'S VIEW'S SINCE 1985 UNDER THE SAME OWNERSHIP. WE HAVE
WORKED ON OVER 15,500 HOMES IN ALL OF SOUTHERN OREGON SO ASK FOR A LIST OF HOMES IN YOUR
NEIGHBORHOOD THAT WE HAVE IMPROVED.
THANK YOU FOR THE OPPORTUNITY TO QUOTE YOUR HOME Total $28,595.00
IMPROVEMENT PROJECT. AT MOUNTAIN VIEW WINDOW AND DOOR
IT'S OUR GOAL TO ONLY OFFER THE HIGHEST QUALITY PRODUCTS AND
SERVICES AT THE MOST COMPETITIVE RATES.
Page 2
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FAMILY SOLUTIONS
1836 FREEMONT
MEDFORD, OREGON
541-482-5792 4206 VAL
vmabe@solutionsor.org
P.O. No. Terms Project Sales Person
50150 ON COMPLETION RC
Item Description Amount
ALSIDE--INSTALLED INSTALLING 10 OF OUR ALSIDE "FAIRFIELD" 80 S.F. SERIES ALMOND VINYL 3,940.00
FRAMED "IMPACT" GLASS. THE WINDOWS WILL HAVE DOUBLE STRENGTH,
DUAL PANE "FILMED" OBSCURED, DUAL LAMINATED GLASS, INTERCEPT
SPACER. ALL WINDOWS AND DOORS ARE INSTALLED BY OUR OVVN CERTIFIED
INSTALLERS INCLUDED IS NEW PRIMED INTERIOR SILLS AND CASINGS
MATERIALS, LABOR AND DISPOSAL. EXCLUDED IS MOVEMENT OF CABLE
MAST, PAINTING, STAINING OR WINDOW WASHING.
SEE OUR WORK HOW WELL DO YOU KNOW YOUR CONTRACTOR? CHECK US OUT AT 0.00
vv",-w.oregon.gov/ccb/ WITH THEIR "CONTRACTORS SEARCH" FEATURE AND OUR
CCB 4101725, AT THE BETTER BUSINESS BUREAU wwvv.bbb.org WHERE WE HOLD
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ANGIE'S LIST www.angieslist.coin. WE HAVE BEEN IMPROVING OREGON'S VIEW'S
SINCE 1985 UNDER THE SAME OWNERSHIP. WE HAVE WORKED ON OVER 14,000
HOMES IN ALL OF SOUTHERN OREGON SO ASK FOR A LIST OF HOMES IN YOUR
NEIGHBORHOOD THAT WE HAVE IMPROVED.
ORDERING AND AGREEING TO PAY FOR THE ABOVE LISTED ITEMS:X
Total $3,940.00
ALL WARRANTIES EXPRESSED OR IMPLIED ARE HONORED BY THE Payments/Credits $0.00
MANUFACTURERS AND NOT BY MOUNTAIN VIEW SUPPLY INC. OR
MOUNTAIN VIEW WINDOW AND DOOR AND ARE ONLY VALID ON PAID IN
FULL INVOICES. ALL ITEMS ARE SPECIAL ORDER, ARE NOT RETURNABLE Balance Due $3,940.00
AND CANNOT BE CANCELLED AFTER 72 HOURS.
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PROPOSAL A,~ I Quality Gutter Co. Bonded Insured
License #1 10692
P.O.6®x 337 Phoenix, Oregon 97535
(541) 772-8009 Dodd Munroe, Owner
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with payments to be made as follows:
Your signa -ure verifies that you have also received the Information Notice on the back of this proposal.
Your signature does not give your contractor or those who provide material, labor, equi.pNem.ent or
services, any additional rights to place a lien on your property. Respectfully Submitted Any withdrawal from a contract, written or verbal, will result in a $150 or 110% fee
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Any alteration or deviation from above specifications involving extra costs will be executed only upon mote - TINS proposal may be
written order, and will become an extra charge over and above the estimate. All agreements withdrawn by us if not accepted
contingent upon strikes, accidents, or delays beyond our control. <
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ACCEPTANCE OF PROPOSAL
The above prices, specifications and conditions are satisfactory, and are herby accepted. You are authorized to do the work as specified.
Payments will will be made as Outlined above.
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Page 1 of 1
Thank you for the opportunity to submit this application for a
2017 Community Development Block Grant.
We look forward to working with the Ashland City Council and
community to further develop our Ashland Tiny Home Village project
details once the best option for land acquisition has been decided:
Scenario A - Lease City-Owned Land, Scenario B - Donated Land or
Scenario C - Lease Privately-Owned Land.
Scenario A -The city would help us locate and lease city owned land
that would be suitable to operate a village from.
Scenario B - With the city's support and interest in a tiny house village
we would reach out to the community for donations of suitable land to
our non-profit.
Scenario C - Similarly, we would request from community for privately
owned land that could be leased for this purpose.
Tiny house are easy to build as panels and assemble on site. Tiny
house villages also have a very flexible design and few constraints, so
we feel confident that we can create a beautiful, safe and organized
village on almost any available land.
We have a variety of experienced professionals on our team in the
fields of architecture, building, real estate development, case
management, law enforcement and non-profits that will assure a high
quality process, result and on-going management of the village.
We hope that you enjoy considering our submission.
Karen Logan
President, Ashland Tiny House Group
Additional contact:
Dr. Linda Reppond
Vice-President, Ashland Tiny House Group
lindareppond @gmail.com
206-409-2440
Advisory oard
Dan Bryant,
SquareOne Villages, Eugene
Chad McComas,
Executive Director of Rogue Retreat
Lloyd Haines,
Lloyd Haines Foundation and Haines & Properties LLC, Ashland
Bruce Richey,
AIA architect, OregonArchitect.com
Rev. Dr. Linda Reppond,
Pastor & Director of The Launching Pad
Ralph Cummings,
Retired San Diego Police officer
s'
CITY OF ASHLAND
2017 Program Year Community Development Block Grant (CDBG)
Application
These completed Sheets shall be included as the first pages on all submittals.
1. APPLICANT INFORMATION
Applicant Organization Name: Ashland Tiny House Group with Square One Villages
• Angel House Project
• Ashland Tiny House Village Feasibility Study
Executive Director's Name(s): Karen Logan
Board Member Names (attach separate sheet)
Applicant Mailing Address: 258 A St., Suite 1-227, Ashland, OR 97520
Applicant Street Address: 261 Otis Street, Ashland, OR 97520
IRS Classification: 501.c.3.
Federal Tax ID#:~
Mission Statement:
1. To encourage, educate and facilitate tiny home building
2. To design and build tiny houses and tiny house villages for those in need of housing
Total Employees: 1 Total Volunteers: 312
II. CONTACT PERSON
Name: Karen Logan
Title: Executive Director, Ashland Tiny House Group
Phone Number: 818-665-8272
E-mail Address: karenloganrealestate@gmail.com
III. PROJECT INFORMATION SUMMARY
Project Name or Title: Ashland Tiny House Village
Expected Completion Date: March 31, 2018
Requested CDBG Funds: $193,250
• Option to lease or purchase .5 acre from 800 acres
• Develop Infrastructure
Organizational Match: $40,000
Funds from Other Sources: $333,500
Total Project Cost: $566,750.00
n
Table of Contents
CDBG Project Proposal Rating Criteria 4
Application Form 5
Summary 5
Property and Project Information 5
Services 6
Work Program and Timeline 6
Financial Information 6
Eligibility for Federal Funding 7
Agency's Mission and Service History 8
Promoting Self-Sufficiency 8
Benefits 8
Ensuring Extremely-Low or Low-Income Individuals Are Not Excluded 9
No Demolished or Converted Housing 9
Project Feasibility 9
No Negative Impacts on the Environment 10
Supporting Data 10
CDGB Application Checklist 11
Forms A, B, & C 12
CDBG Project Proposal Rating Criteria
A - Ashland Tiny House Village proposes to build 50 units to house primarily women, children
and young families who are homeless or unable to find other housing. These units, or Tiny
Houses, would surround a central kitchen and community space, with showers and laundry.
The proposed property is a portion of the land owned by the city of Ashland, called the
Imperatrice Property, just minutes across Interstate 5, near the Valley View exit. Tiny houses,
while inexpensive to build, offer privacy and a cozy home environment, while the surrounding
units can offer the companionship and support of others with children.
B - This comprehensive approach takes clients from the beginning to the end of the process that
improves their living conditions.
• Immediately housed
• Safety net service include a 5-step process used by Rogue Retreat (attach 5-step
process), transitional housing
C - This project is a proven effective strategy to solve the identified problem of creating and
maintaining affordable housing units occupied by low-moderate income and/or presumed benefit
populations by
• increasing the number of rental units constructed
• by creating a tiny house village based on the proven model piloted by Square One
Villages
D - The units built by this project will remain affordable indefinitely.
E - At least 80% of the jobs paid by this project shall be held by low- and moderate-income
individuals. Contractors hired by this project must verify that at least 51 % of their employees
working on this project are low- and moderate-income individuals.
F - This project maximized partnerships in the community by including at least 312 volunteers,
in-kind contributions of construction equipment and building supplies, donations from individuals
and corporations, a GoFundMe campaign, and multiple partners such as Rogue Retreat,
Interfaith Council, St. Vincent DePaul, SquareOne Villages, Southern Organization Housing for
All, and members of the Jackson County Homeless Task Force.
G - The project has 20% in matching funds.
H - The project utilized already existing resources such as Rogue Retreat, Interfaith Council, St.
Vincent DePaul, Square One Villages, Southern Organization Housing for All, Homeless Task
Force, donated or vacant land, etc. All efforts will be made to no duplicate services. In the event
that duplicated services are identified, all efforts will be made to discuss collaboration and
elimination of duplicate services.
- Ashland Tiny House Group with Square One Villages uses the capacity of Square One
Villages' track record for success.
J - The budget and timelines for this project is based on the approved budget and timelines
used by Hope Village in Medford, OR.
K - Building on successful models already piloted by Square One Villages as well as technical
knowledge, the project is ready for implementation.
L - According to the lease option submitted with this proposal, the identified property is available
for acquisition.
M - No relocation of existing residents will be needed as this is a new transitional housing
project.
N - Community Development Block Grant (CDGB) funds provide land acquisition and capital
funds for the creation of the Ashland Tiny House Village which is the construction of affordable
housing for low-to-moderate income families.
Application Form
Summary
The Problem
Surely, we are in a housing crisis that demands immediate action by local government. Rent
increases in our area have been the highest in the nation and rapid turn over and eviction
rates are increasing due to rising home sales. The group of people who can no longer afford to
live in the city of Ashland grows significantly every month. As a city we are rapidly losing
socioeconomic diversity as the city becomes noticeably becoming more and more an area
exclusively for the wealthy - while the poor are pushed out. Retirees move in from out of state
and/or acquire and hold investment properties here while long time residents and local families
and children of lower income are forced to move out. This economic exclusivity has bred a kind
of a resentment from the inherently defined `lower class' who are not able to own property and
whose home stability and financial lives are at the whim of profit-taking landlords. Local and
remote landlords are raising rents by as much as $400-500 thus taking an increasingly higher
percentages of those with smaller monthly incomes and bringing poverty levels to a new high.
Our lack of affordable housing cannot be met in a timely way through traditional means alone.
The need is too great and the barriers to building enough affordable housing (such as planning
fees and zoning) are often too slow and difficult to navigate. Additionally, the cost of building
traditional affordable housing will put rents `out of reach' for the populations we wish to serve.
This is a housing crisis that requires innovation. Tiny houses and tiny house villages have
proven themselves as a quality and affordable solution.
When you run out of money and you just can't pay the rent you are just 30 days away from
homelessness. That's an immediate need that would be cruel not to address as quickly as
possible. Often times people are too poor to be able to afford a storage unit so the loss of home
can be accompanied by the loss of personal possessions as well. Supportive friends and
community are no longer within easy driving distance and it's easy to become disenfranchised,
isolated and lonely. The debilitating effect of moving to another city or falling into homelessness
is more strongly felt by the young, old, ill, or disabled.
Due to this emergency level of need we are enthusiastically proposing that the city use and
designate a portion of the city owned land for a tiny house village to be used as transitional
housing accommodations. Tiny Houses can be easily and quickly built. We urge the Ashland
City Council to expedite approving this kind of solution for those who really need it.
At this time our current suggestion would be to lease one are of the Imperatrice property and
specifically somewheres in the 2.26 acre homesite lot or a portion of the v%.50 acre lot that is
located at the end of the intersection of E Ashland Lane and Irish Lane Rd.
We are open to the city providing us with other properties to consider and/or substituting in other
properties that may become available to us.
Property and Project Information
The Ashland Tiny House Village Project is dedicated to creating a tiny house village in Ashland
area to fill the lack of transitional housing and services for homeless men, women, children and
families.
3) Proposed acquisition or lease of land via lease, purchase, or donation. We need help to
determine or acquire appropriate properties available from the city. Submitted land is
Imperatrice property. See attached map and circled area. City of Medford attorney has stated
that council can designate a particular area for `transitional housing accommodations' and that is
not limited to a particular lot or parcel. Once land is determined we will use CDBG funds for
potential rehabilitation, site clearance, and infrastructure development.
a) The property is located 9 minutes by car to downtown Ashland, 11 minutes to Ashland High
School, 14 minutes to Walker Elementary. School bus is available in the area of E Ashland Lane
and Butler Creek Rd. and 3 minutes to RVTD bus line along Hwy 99. 9 minutes to Ashland
Food Co-op shopping 11 minutes to Ashland Emergency Food Bank.
b) Land site - -3 acres.
Buildings: '7,000 sq ft of tiny house living space (50 units x 140 sq ft.), 2 community buildings -
one w/ shared kitchen/dining (1000 sq ft.) and one w/ shared bath and laundry (900 sq ft), 1
event dome (30x40 ft projection dome), 1 workshop (1200 sq ft), community gardens, trails,
parking area and walkways.
c) 50 residential units: 25 w/ 3-4 person occupancy 25 w/ 1-2 person occupancy
Maximum occupancy would be 150.
d) 20 units extremely-low income 30 units low-income - 10 of those units accessible to the
disabled
f) An average of 140 sq ft per unit with covered porch and 20 ft of attached outside storage.
(see design detail attachments)
g) 2 community buildings - one w/ shared kitchen/dining (1000 sq ft.) and one w/ shared bath
and laundry (900 sq ft) including several small office spaces. The community buildings could be
permanent buildings, mobile units or temporary structures such as domes or yurts.
h) Commercial space could be built for tiny house construction and training workshops.
i) Unknown
j) The total cost of tiny houses and tiny house communities is incredibly low compared with
traditionally built low-income housing.
k) Rehab unknown until site is determined.
1) Individuals will go through an application process and interview. Prioritization will be given to
individuals who have already established connections, attend schools and have jobs within the
local community. Additionally we will prioritize individuals who have an interest in living in
community, supporting community and giving back while demonstrating an effort to re-integrate
back into society. Also, some prioritization will be given to women, women and children and
families. See sample application in the attachment - Hope Village Manual - draft). Units will
remain affordable for 10 years.
Services
4) Participates would be safely housed and wrap around services managed by Rogue Retreat to
ensure progress towards self-sufficiency. Community events and workshops would be managed
by ATHG.
Work Program and TimeLine
5) A work program and timeline including a complete list of
tasks with estimated start and completion of each task
(see Form A-1)
Financial Information
At this time it is difficult to determine the exact costs of the project without first identifying the
land. We have provided some modified and sample budgets from Hope Village as well as bids
from their builder.
As a nonprofit ATHG will seek in-kind donations of materials and building supplies, volunteer
labor, monetary donations by check and online fundraising sites. Specifically, we will plan on
seeking funds from the health and human services community to offset and reduce their costs.
Hope Village raised over $200,000 from the community. We think we can easily raise more than
that and we are a much bigger project so we will house many more people per dollar.
The reason why health care providers give so generously to housing the homeless is because
studies show that the costs of housing the homeless are far less than the costs of providing of
emergency health care. If you add on the cost of enforcement (police, citations, court, jail) to the
city or county then projects like this carry a fiable financial incentive.
6) Financial Information
See the attached budget for Ashland Tiny House Village.
f) Property tax exemption probably not necessary as most likely we will be leasing the property.
Q
Eligibility for Federal Funding
7) Eligibility for Federal Funding
Will any of the following activities be part of the proposed
project?
• Property Acquisition or Lease
• Rehabilitation Costs
• Specification Preparation (Construction/Rehab)
Federal funding has certain regulatory requirements. The
following information is required to determine eligibility for
federal funding.
General Information
a) Is the proposed project within the Ashland City limits? No. The Imperatrice property is owned
by the City of Ashland and located outside city limits. This piece of property would require the
coordination of Jackson County and possibly approval and designation by Jackson County
commissioners. If we receive donated or leased land from a private individual it may be located
within.
b) Specify the proposed tenant or client income level; presumed benefit population.
c) Lloyd Haines Foundation has committed to providing some matching funds.
d) Will permanent housing units be converted or
demolished? No.
e) Is the proposed housing site located in a 100-year flood
Plain? No.
f) Has a Level 1 environmental assessment been done for
the site? Yes, see City of Ashland Imperatrice RFP document attached.
g) Is the proposed housing site located adjacent to a major
arterial road or near a railroad? Yes, it is located adjacent to 15.
h) Is the proposed site located adjacent to an aboveground
flammable storage tank? No.
i) Will the proposed project impact historic features? No.
Agency's Mission and Service History
ASHLAND TINY HOUSE GROUP FACTS
Our mission:
To encourage, educate and facilitate tiny home building.
To design and build tiny houses and tiny house villages for those in need of housing.
We currently have two projects in place:
Angel House Project and Ashland Tiny House Village Project
Ashland Tiny House Group (ATHG) was founded, October 2016.
The Angel House Project builds small tiny house shelters that can be hosted often by a faith
community in their parking lot and then used to temporarily house a sponsored person. The
Angel House Project built it's first tiny house last year during a weekend Tiny House Building
workshop. The tiny house was then finished by local community volunteers and displayed in the
Ashland Holiday parade the day after Thanksgiving.
The Ashland Tiny House Village Project is dedicated to creating a tiny house village in
Ashland area to fill the lack of transitional housing and services specifically for homeless
women, children and families.
We are a 501(c)3 fiscally sponsored by SquareOne Villages (tax id# 46-0801991).
SquareOne Villages created and currently manages Opportunity Village, a 29 unit tiny house
village for the homeless in Eugene, Oregon.
Ashland Tiny House Group (ATHG) has partnered with Rogue Retreat (Medford, Oregon) for
case management services. Rogue Retreat has been caring for the homeless since 1998 and
operated transitional housing since 2004. They have graciously committed to providing case
management services for those housed by us. Rogue Retreat also serves to advise us on the
details and methods of creating a tiny house village. In November of 2016 the City council of
Medford approved, leased and designated as `transitional housing accommodations' a city
owned lot for the creation of Hope Village, a 14 unit tiny house village scheduled to be
completed in March of 2017.
ATHG also has the local support of Lloyd Haines and the Lloyd Haines Foundation who has a
history of restoration of local historic buildings, real estate development and generous support of
the arts. Lloyd was also responsible for the creation of Sanctuary One, a safe place for rescued
farm animals and house pets and a healing place for people in the Applegate Valley.
Lloyd has committed to reaching out to the Ashland business community in support of the
Ashland Tiny House Village as it will benefit our town and community as a whole by providing an
immediate and relevant solution to increasing problems caused by the lack of affordable
housing, and especially address the damaging effects of the homelessness on the children and
families here.
Promoting Self-Sufficiency
9) The project promote self-sufficiency for extremely low-,
low-income families. Beneficiaries will be cased managed by Rogue Retreat's program to
self-sufficiency and permanent housing.
See attached Rogue Retreat Level Advancement sheet.
1n
Benefits
10)
a) The Ashland Tiny House Village shall be limited to persons who lack permanent shelter and
cannot be placed in other low income housing. The number of individuals served on an annual
basis will be 50-150 for housing and 350-500 individuals up to and including population serving
with the community center programs and social services operating out of the village. Our target
population will be the 50% "presumed benefit" population and 50% `means tested' low-income
with a bias for serving women, women and children, and families. We are not excluding men but
will seek to create a balanced community especially supportive of families. We hope to partner
with St Vincent de Paul and/or ACCESS to refer `mean tested' clients to us. We also intend on
partnering with Dunn House (shelter for domestic violence) and CASA (Court appointed special
advocates for Abused and Neglected Children) so as to be able to receive clients from them as
well.
b)The total number of Individuals served in the project area should exceed 500 annually as we
anticipate that the village will become an educational model in the state for the health and
well-being derived from compassionate and affordable housing first. We plan on holding tiny
house building workshops, job opportunity events as well as donation only classes such as:
yoga, art therapy, positive behavior techniques, and music events. There will be a significant
community garden on-site with work `in the garden or grounds' in exchange for warm meals
and/or events. In subsequent years we may also include focused educational programs such as:
certified training in permaculture and organics.
20% of the units will be handicapped accessible so we will be able to serve individuals and
especially seniors with those types of needs.
4-1
Ensuring Extremely-Low or Low-Income Individuals Are Not
Excluded
11) Our program is geared towards extremely low and low-income individuals.
No Demolished or Converted Housing
12) No demolition or conversion expected.
Project Feasibility
We are currently looking for land to place the tiny house village. We are ready and prepared to
build and manage a tiny house village once the land is identified.
13) Project Feasibility
Our organization has partnered with reputable and experienced nonprofits as well as acquired
an Advisory Board of solid professional in the areas needed. If City of Ashland follows the lead
of the City of Medford then land use issues are to be determined per the chosen site but may be
secondary to supersiting of ORS 446.265 statute in a similar way that the City of Medford did to
create Hope Village.
Describe the feasibility of the project:
a) Does the applicant have the experience and capacity to
complete and or manage the project proposed? The applicant ATHG is partnered with Rogue
Retreat, an experienced transitional housing provider. We are also partnered with SquareOne
Villages who created and operates Opportunity Village. Lloyd Haines is an experienced local
real estate developer and philanthropist who has operated several non-profit organizations.
b) Are the ongoing operating expense and maintenance
reserve estimates reasonable? Yes, they are based on existing and planned similar tiny house
village projects.
c) We are requesting a lease option from the city for a city owned and selected piece of
Property. (see sample lease option in attachments)
d) No relocation required
e) Tiny House Villages can be easily relocated if necessary. The houses are built on pier blocks,
community rooms can be temporary structures and mobile kitchen, bath and laundry units.
f) The project will most likely require a Site Review. Probably not a zone change or conditional
use permit.
g) Has a pre-application been completed with the Ashland
Planning Department? No.
h) What is the condition of any improvements on the property
and what is the expected life of the property? Not known yet.
i) Describe commitment of project funding from other
Sources - Lloyd Haines Foundation matching grant
No Negative Impacts on the Environment
14) Tiny House Villages have been found to be an enhancement to the areas in which they have
been placed. Tiny house villages are extremely low impact developments on land. They also are
rated as green and sustainable buildings that have low impact environmental use by reducing
our footprint of materials and energy usage..
Supporting Data
15) See attachments
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CITY OF ASHLAND
2017 Program Year
CDBG APPLICATION CHECKLIST
In order to determine compliance with all applicable HUD regulations and to help
to ensure that projects will be eligible for CDBG funding, the City of Ashland will
need to address all HUD requirements. The purpose of this checklist is to point
out areas where potential problems could arise. Obviously, this is a
comprehensive list, which must evaluate a wide array of different kinds of
proposals. Therefore, not every item will be applicable to every project. Please
fill it out entirely indicating all items which are not applicable and include it
as part of your proposal application.
A. A licant's Background Yes No N/A
1. Is the applicant a legal non-profit organization or unit t
of government?
2. Do the proposed clients or users of the project meet
HUD Income Guidelines see page 10 for guidelines)?
3. Does applicant have the capability to maintain written ice..
income documentation?
4. Has the applicant made a legal or financial F
commitment to a proposed project?
5. Is the applicant primarily a religious organization?
6. Has the applicant administered a CDBG project
previously?
`F^
7. Is your agency willing and able to provide all required
reports and accountability to the City as required by
HUD?
B. Project Location and Land Use Issues Yes No N/A
1. Has a location for the project been selected?
2. Is the proposed project within the Ashland City
limits?
3. Does the proposed project meet local zoning and f
land use laws?
4. Are any land use permits such as a Site Review,
partition, annexation or Conditional Use Permit, `
required.?
5. Have these approvals been obtained?F
~qd
6. Does the project comply with current building codes
requirements?
~
7. Does the project meet handicapped accessibility
requirements?
23
C. Environmental Issues Yes No N/A
1. Is the project located in the 100-year floodplain?
2. Is a wetland located on the project site?
3. Has any environmental contamination been identified `
on the project site?
4. Has asbestos been identified on the project site?
5. If project involves an exiting structure, was it built
1978 or earlier? If year built is known, leasespecify.
6. Is the proposed project located on a major arterial or
near the railroad?'
7. Is the proposed project located adjacent to an above
round flammable storage tank?
8. Does the proposed project involve a structure that is
50 ears or older?
9. Will the applicant complete a Phase I environmental
review upon receiving a CDBG award?
D. Labor Requirements Yes No N/A
1. Does the project involve construction over $2,000 in
cost?
2. Will the project trigger Davis-Bacon wage v
requirements?
~
3. Will the project trigger BOLI wage requirements?
4. Does the project involve over $18,703 in City
awarded rants or contracts?
E. Displacement and Relocation Yes No N/A
1. Will tenants be displaced by the project?
2. Will a business be displaced by the project?
3. Will housing units be demolished or converted?
F. Property Data Yes No N/A
1. Does the applicant own the property by fee simple
title?
2. Are taxes on the property current?
3. Is insurance current?
4. What is the current debt against the property?`
F
5. What is the current use of the prop ty? `
6. Has an appraisal on the property been conducted?
If es, what is the assessed value of the property?
24
Form A-1
To be completed for Development or Rehabilitation Proposals
Housing Proposals
Activity Start Date Completion Date
Site Planning &
Develo ment
Option
Site Acquisition
Plan Development
Pre-application
Land Use Approval
Construction Plans
Final Bids
Contractor Selection -
Buildin Permits -
Grant applications
local
state
federal
Non-government
other
Loan A lications
Construction loan
Permanent
Construction Phase
Construction -
Certificate of Occupancy
Please provide your best (realistic) date estimates regarding the project
schedule
25
Form A-2
To be completed for Social Service Proposals
Social Services Proposals
Activity Start Date Completion Date
Social service providers should list key benchmarks in the table above for
their proposed projects (IE hire of personnel, application for further funding,
initiation of direct client services, etc)
26
Form B-1
To be completed for Development or Rehabilitation Proposals
Uses of Funding
Housing Proposals
Total Cost CDBG Request Other Source s
Acquisition Costs
Land Improvements
Liens and other Taxes
~AX
Closing costs -7
Off-Site costs
Other
SUBTOTAL
Development Costs
Land Use Approvals
Building Permits/fees
(Include Engineering and
Community Development Fees)°
System Development Charges v~ veA
SDCs
Relocation Costs
Environmental Report/ Lead
Based Paint Clearance ~6-4) 4
Soils Report
Survey
Marketing l
Insurance
Other
Fees
Architectural/Engineering C,
Legal/Accounting l d
Appraisals
Lenderfees
Construction Loan
Permanent Loan
Tax Credit Fees
Developer Fee
Consultant Fee 6_0 u
Other
TOTAL
27
Form B-2
To be completed for Social Service Proposals
Social Service Proposals
Total Cost CDBG Request Other Source s
Direct Client Services
Wages (of personal
providing direct client
services)
Materials/Supplies
Marketing/Outreach
Program Administration CDBG Funds
Includes overhead and general are not
staffing necessary to administer the
program (accounting, management, available for
grant administration) but that does program
not provide direct benefits to the
client. administration
Total Project Cost
28
Form C
SOURCE(S) OF FUNDS FOR OPERATING EXPENSES WORKSHEET
Completeness of this worksheet establishes the capacity of the organization to
sustain the operations of the program(s).
Sources Secured Conditional Tentative Commitment
(awarded with Date
conditions
Federal Grants
State Grants
Local Grants
Non Governmental
Grants
Donations/Gifts
Applicant
Contribution
Program Income
Loans
Other (specify)
Other (specify)
TOTAL
Please provide a description the timeline of loan and grant application dates as
related to the proposed project. Specifically, for any tentative funding sources
please provide application dates, award dates and funding availability dates.
29
Form D
DISCLOSURE OF INTERESTS
To assist the City of Ashland in determining whether there may be a potential
conflict of interest related to the expenditure of Community Development Block
Grant funds we request the following information be provided by applicants:
ORGANIZATION NAME:
k5t1-Z-4A)-n FIAJ J' I-WVS12~7 (L-_~,kC O-P
Organization is: 1. Corporation ( )
2. Non-Profit 501 C3
3. Partnership ( )
4. Sole Owner ( )
5. Association ( )
6. Other ( )
DISCLOSURE QUESTIONS
If additional space is necessary, please attach a separate sheet.
1. State the names of each "employee" of the City of Ashland having a financial or personal
interest in the above mentioned "organization" or project proposed.
Name, Job Title and City Department
K~Z A
2. State the name(s) of any current or prior elected or appointed "official", of the City of Ashland
having a potential "financial interest" in the organization or project.
Name/Title
NIA
3. Provide the names of each "board member" of the Organization seeking CDBG funding
Name Board, Commission, or Committee (may be attached as a separate Sheet)
1
2
3
4
5
6
7
8
9
10
11
12
additional
If the applicant has provided names in question 1 or 2, please provide details
regarding any known potential conflicts of interest in an attached narrative.
30
ATTACHMENTS
Fiscal Sponsorship - Memorandum of Understanding between SquareOne Vil-
lages and Ashland Tiny House Group
Letters of Support
Dan Bryant, SquareOne Villages
Chad McComas, Rogue Retreat
Lloyd Haines, Lloyd Haines Philanthropic Foundation
Linda Reppond, Pastor, Launching Pad
Gerry Lehrburger, MD, Jackson Wellsprings
Map of Proposed Lease Area of the Imperatrice Property
Letter to City of Ashland requesting to lease Imperatrice Property lots: Map No.
381 E32 - 3.16 acres and 381 E32 - 65.88 acres.
Option Agreement to Lease Real Estate for Imperatrice Property between City of
Ashland and Ashland Tiny House Group
Relocation and Acquisition Disclosure to the Owner of Imperatrice Property
Council Communication Study Session - Beneficial Use of the Imperatrice Ranch
Property
Council Communication Study Session - Imperatrice Property Conservation
Easement
Rogue Retreat Case Management Progress Level Chart
Sample tiny house design for housing 3-4 individuals per unit (suitable for fami-
lies) submitted by local architect Bruce Richey
Communications, Building Budget and Design Plans for Hope Village submitted
by steering committee member, Jim Keeter, builder and designer Medford, OR
Approved International Residential Code Appendix for Tiny Houses
Hope Village Manual - draft
ORS 446.265 Oregon Statute re: `transitional housing accommodations'
Memorandum of Understanding between SquareOne Villages
and the Ashland Tiny House Group.
The partners listed below have agreed to enter into an agreement in which SquareOne Villages
(SOV) will be provide a project-based, fiscal sponsorship for tax deductible contributions on
behalf of the Ashland Tiny House Group (ATHG).
Description of Partner Agencies
SOV is a nonprofit organization, 501(c)3, located in Eugene, Oregon. The mission of SOV is to
create self-managed communities of low-cost tiny homes for people in need of housing.
The Ashland Tiny House Group is located in Ashland, Oregon (258 A St. Suite 1-227, Ashland,
OR 97520). The mission of ATHG is to encourage, educate and facilitate tiny home building in
the area; and to design and build tiny houses and tiny house villages for those in need of housing.
Agreement
It is hereby agreed by and between these two entities as follows:
1. Contributions to SOV on behalf of ATHG will be held by SOV in a restricted account and used to
purchase one tiny house, referred to as the "Angel House", from Backyard Bungalows in Eugene,
Oregon. Contributions not otherwise designated may also be used for associated fund raising and
operational expenses by ATHG. Such expenses will be reimbursed by SOV from said contributions
upon the presentation of appropriate receipts.
2. ATHG will incorporate as a non-profit with the state of Oregon.
3. SOV will provide donors with appropriate acknowledgement of all gifts given for charitable purposes.
4. ATHG will maintain records of all expenditures in accordance with standard accounting practices.
5. SOV will charge an accounting fee of five percent of the contributions-
6. SOV will provide ATHG a record of all contributions, including names and contact information of the
donors.
7. .ATHG will be responsible for its own fund raising and all associated costs.
8. .ATHG will publicize the role of SOV as its fiscal agent in all fund raising materials and will give
public recognition to SOV as a partner.
9. 'I'bis agreement will cease when the Angel House is turned over to a local organization for use. The
Angel House will not be occupied while this agreement is in force.
10. This agreement may be cancelled by either party with 30 day notice.
We, the undersignj/ed, have read and agree with this Memorandum of Understanding.
Date:
Logan, President, ATHG
KMCC.,
Date: Oct 7, 16
Dan Bryant, Executive Director, SOV
February 17, 2017
,f To Whom It May Concern:
We are in full support of the application of the Ashland Tiny House Group
(ATHG) for funding through the 2017 Ashland CDBG Program. We have been
working closely with Karen Logan and her team, and our very proud of their
progress and activities in the Ashland area. Ashland Tiny House Group (ATHG)
` is currently being fiscally sponsored through our organization SquareOne
Villages, a 501(c)3 nonprofit.
Our mission: to create self-
managed communities Our History
of low-cost tiny homes for Beginning in August 2013, we built Opportunity Village, a tiny house village
people in need of housing. here in Eugene, as an innovative model in providing transitional housing.
Through an incredible outpouring of community support from hundreds of
volunteers, city officials, faith groups and more, we have established the village
Executive Director as a model for dozens of others communities around the nation. Opportunity
Dan Bryant Village has 29 tiny shelters arranged in a village format with shared bath,
541-344-1425 kitchen and community center. Our village has operated safely and beautifully
Program Director without problems for nearly four years now. We are expanding our efforts into
Andrew Heben permanent affordable housing with a second village, Emerald Village Eugene,
which will open this summer.
Project Director
Alicia Ginsberg ATHG is interested in building transitional housing to specifically serve and
Board of Directors address the needs of women, women with children and families. We fully
President: Lorne Bostwick endorse the idea of creating a village where families can support each other in
Vice-President: Steve Gibson raising healthy children. The village concept is not only extremely cost-effective
Secretary: Susan Schroeder but shared community living arrangements would also be very suitable for
Treasurer: Donna Reitz
Michael Carrigan young families who cannot be placed elsewhere.
Val Hoyle
Wesley Lucas Our Support
Minalee Saks We currently serve as Ashland Tiny House Group's fiscal sponsor and will
continue to do so for this grant. We expect ATHG to grow in local support and
funding so as to become it's own nonprofit in the future. We will continue to
458 Blair Blvd provide advice and expertise to ATHG as well as any information and
Eugene OR 97402 documents from our projects that may be of their use, including manuals,
operating agreements, budgets, building designs, permits, applications, and
contracts.
SquareOne Villages is a 501(c)(3)
nonprofit organization.
Tax ID #ANM Please feel free to contact me with any questions.
Sincerely,
www.squareonevillages.org
Like us on Facebook (Dacl%.
,G
Dan Bryant
Executive Director
SquareOne Villages
Draft Support Letter from Chad McComas, Rogue Retreat
February 16, 2017
To Whom It May Concern:
We are pleased to add our support to the application from Ashland Tiny House Village for the
2017 Ashland CDC Block Grant program.
Since 1998, Rogue Retreats has operated strong programs for homeless individuals and
families: Heather's Haven is an addictions recovery group home for women; Housing Retreat is
a rent subsidy program for current and chronically homeless; Restart Retreat is a second
chance program for those who are homeless and need a fresh start. Hope Village, a proven
model in other communities, will provide Tiny Homes to 14 individuals and couples, as they
work on permanent solutions to get off the streets.
On a daily basis, we see the people needing services that do not meet our criteria, especially
women with children, and young families. The Ashland Tiny House Village proposes to serve
this population, and we are in complete support of this much needed resource.
We have worked closely with Karen Logan and her team, who have been tremendous
champions of Tiny Homes as a solution to the housing crisis. While the specific homes that will
be built for the Ashland Tiny House Village will be more long-term solutions and be large enough
to accommodate children, there are many, many similarities in our programs. We expect to
share all we are learning with this program, and know that we are strong partners in building
solutions.
It is indeed heartening to work collaboratively with other providers, and we honor, endorse,
support and applaud this addition in our community of services. We urge the City of Ashland to
fund and support this program.
Sincerely,
.r
r
Chad McComas
Executive Director
Draft Support letter from Lloyd Haines Philanthropic Foundation
February 16, 2017
To Whom It May Concern-
I am writing to say that we fully support the Ashland Tiny House Village application for funding
through the 2017 Ashland CDC Block Grant Program. This organization has demonstrated a
commitment to innovative housing solutions, and are proposing a much needed housing
program with a primary focus on serving women and children. There is enormous support in the
community for the Tiny Homes concept and the team that Karen Logan has assembled is
prepared to make it a reality.
We believe in their vision and plan to develop 50 new housing units by building tiny homes and
an infrastructure to support them on a property owned by the city of Ashland, known as the
Imperatrice Property. This is an ideal location, and option, which creates a safe haven for
young families that is near, but not in the center of Ashland.
With the city providing the leased land, the funding from the CDC Block Grant will provide the
much needed start. I also intend on providing matching funds support of this project
through the Lloyd Haines Philanthropic Foundation. I will also be reaching out to other
business leaders in the Rogue Valley to join me in support of this endeavor.
Sincerely,
Lloyd Haines
Jackson WeIlSpri"ngs
naturally alkaline artesian mineral springs
February 16, 2017
To Whom It May Concern:
We are pleased to add our support to the application from Ashland Tiny House Village for the 2017
Ashland CDC Block Grant program. Jackson Wellsprings is one of the primary destinations in the
Rogue Valley for short term camping as well as community events, and as such, we are well aware
of the needs of the homeless population in Ashland.
The target population of women and children and homeless families that will be served by the
Ashland Tiny House Village responds to the most urgent need for homeless services in our
community.
We have worked closely with Karen Logan and her team, and sponsored a tiny home-building
workshop last Fall. We agree that tiny houses are an ideal, sustainable and green solution, and
are also investing our resources in building these homes at Jackson Wellsprings.
We pledge our ongoing support for this program, expecting that we will coordinate resources,
promote their events, and urge others to support it as well.
We request that the City of Ashland fund this much needed project.
Sincerely,
Gerry Lehrburger, MD
Jackson WellSprings LLC
2253 Highway 99 N Ashland, Oregon 97520 541.482.3776 jacksonwellsprings.com
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Dear ,
This is to inform you that would like to ply your property located on
if a satisfactory agreement can be reached. We are prepared to pay
for clear-title to the property under the conditions described in the attached
proposed sales agreement.
Because federal funds from the Community Development Block Grant (CDBG) Program may be
used in the project, either for acquisition or rehabilitation, we are required to disclose to you the
following information.
1. This agency does not have the power of eminent domain. Your property will not be acquired
through condemnation. If negotiations fail to result in an amicable purchase agreement, your
property will not be acquired.
2. We are also required to inform you, in writing, of the fair market value of the property. The
estimated fair market value will be determined by a fee appraisal or other approved means. You
will be informed of the fair market value when it is established. At that time you may withdraw
from the transaction.
3. The CDBG program requires that the purchase price be the lesser of the fair market value or
the agreed upon price in this sale~ag=ement.
4. If in addition to being the Willer of the property, you occupy the property, you should be aware
that you will not be eligible for relocation assistance under the Uniform Relocation and Real
Property Acquisition Policies Act of 1970, as amended. This transaction is considered a
voluntary arm's length transaction.
If you are willing to -sell-the property based on the above disclosures, please sign this letter and
return it to this agency within 10 days.
If you have any questions, please contact
Sincerely,
I accept the conditions of the purchase offer disclosure.
(seHerg- e)
FY2014 CDBG Administrative Manual
Environmental Review
EXHIBIT 1
Property Address:
Property Legal Description:
IV-43
FY2014 CDBG Administrative Manual
Environmental Review
OPTION AGREEMENT TO PURSE REAL ESTATE
THIS OPTION AGREEMENT is made this day of , 20 , by and
between - (insert category of seller - corporation, LLC, single person, marred
person) whose address is (Seller), and ands (insert
category of buyer such as husband and wife, corporation, LLC), whose address is L-5 A5
( r).
NOW, THEREFORE, in consideration of the premises, the covenants and agreements hereinafter
set forth and other good and valuable considerations (the receipt and sufficiency of which are
acknowledged by the respective parties hereto), and the express understanding that Buyer intends
to utilize HUD funding through Community Development Block Grant funds of the
City/County/Village of -F` in a project for which a certain property is being obtained,
it is agreed as follows:
A. Seller hereby grants to Buyer, pursuant to the terms and provisions hereof, an exclusive option
to pureiase (the "Option") the property described on Exhibit I attached hereto and incorporated by
reference herein (the "Property"). Notwithstanding any other provision of this Option, the Buyer
Silali have no ubiigation to purchase the property. Furthermore, no transfer of title to the Buyer
may occur, unless and until the City/County/Village of has provided the Buyer
with a written determination, on the basis of a federally required environmental review and an
approved request for release of federal funds, that purchase of the property by the Buyer may
proceed, subject to any other contingencies in this Option or may proceed only if certain conditions
to address issues in the environmental review shall be satisfied before or after the purchase of the
property. The City/County/Village of shall use its best efforts to conclude the
environmental review of the property expeditiously.
B. The Option granted herein shall remain in full force and effect through and including
-[date] . In consideration of this Option, Buyer concurrently herewith has paid Seller the
nominal sum of Dollars ) (the "The Cost of the Option"), the
4lise
,ft
receipt of which is hereby acknowledged, which $ shall be applied to the
Price if the Option is exercised. This Cost of Option shall not exceed one thousand ($1,000)
dollars.
C. To exercise this Option Buyer shall give written notice of exercise to Seller at the following
address:
t
prior to the expiration of the term of this Option.
D. Between the S execution of this Option Agreement and the Closing (as hereinafter
defined), Seller shall maintain the Subject Property (as hereinafter defined) in good order,
condition and repair, reasonable wear and tear excepted, and otherwise operate the Subject-,..
Property in the same manner as before the making of this Option Agreement, as though Seller were
retaining the Subject Property
E. Buyer and Buyer'sa is and independent contractors may, during the term of the Option and
after the exercise thereof until the Closing (as hereinafter defined), enter upon the Subject Property
at reasonable times upon reasonable prior notice to SA for the purpose of inspecting and
investigating the Subject Property and conducting tests thereon at Buyer's sole cost and expense.
F. Buyer covenants and agrees (a) to indemnify and hold Seller harmless from any and all costs and
TV-41
FY2014 CDBG Administrative Manual
Environmental Review
charges for any and all tests, inspections and investigations of the Subject Property by Buyer and
B.uy,, ~ agents and contractors and from any and all liability or damage (including but not limited
to attorneys' fees and court costs) to any persons or property suffered as a result of any physical
injury or property damage caused by B4y is entry, testing, investigation or inspection of the
Subject Property; (b) to repair any and all damage to the Subject Property resulting from Buyer's
entry, testing or inspection of the Subject Property; and (c) to provide Seller with copies of any and
all tests, reports, studies, zoning or other governmental applications, evaluations and other
information received or developed by BUr with respect to the Subject Property (other than those
prepared by r or Rilyer'ss attorneys, accountants, employees, or confidential agents); and (d) in
the event that Buyer does not acquire the Subject Property, that Seller may make such use of all
such tests, reports, studies, zoning or other governmental applications, evaluations and other
information as Seller, in its sole discretion, so desires.
G. In the event that Bier exercises this option, the le-price for the property set forth in attached
Exhibit I shall be Sel4er shall credit to the Buyer toward said sale-price the
amount paid for this Option.
IN WITNESS WHEREOF, the parties have executed this Option Agreement on the dates set forth
below.
BAR:
Date:
Printed Name:
Printed Name:
SELLER:'
Date:
Printed Name:
IV-42
Relocation and Acquisition Disclosure to the-elter
With a Voluntary, Arms Length, Purchase Agreement
f
Buyers:
Selma:
Property Street Address:
City/State/Zip:
To comply with Federal relocation and acquisition disclosure requirements pursuant to 49 CFR
Section 24.101, you are hereby provided the following notification related to the acquisition of the
above referenced property:
1. The Byer is prepared to pay $ for clear title to the
Property under the conditions described in the contract rs4e.
2. The Buyer's unappraised estimate of the fair market value of the Property is
3. The Buyer does not have the power of eminent domain relating to the purchase and
acquisition of the Property.
4. The Ruyer will be using federal funds from the U.S. Department of Housing and Urban
Development (HUD) to complete this purchase. HUD will not use its eminent domain
authority to initiate condemnation of the Property.
5. The Seller agrees that no tenant will be permitted to occupy the Property before the
sale is completed.
6. This is a voluntary transaction by both parties. Since the purchase is a voluntary, arm's
length transaction, relocation payments or other relocation assistance under- the
Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970
(URA), or any other law or regulation are not applicable.
7. If negotiations between both parties fail, Buyer will not take further action to acquire
the property.
B er2s Signature Seller's Signature
Buyer's Signature Seller's Signature
Date Date
CITY OF
ASHLAND
Council Communication
Study Session - Beneficial Use of the Imperatrice Ranch Property
Meeting Date: June 15, 2009 Primary Staff Contact: James Olson 552-2412
Department: Public Works E-Mail: olson,ashland.or.us
Secondary Dept.: Parks Department Secondary Contact: Michael Faught 552-2411
Approval: Martha Bennett Estimated Time: 30 Minutes
Question:
Will Council review and discuss the draft RFP for the future use of the "Imperatrice Ranch" property?
Staff Recommendation:
Staff recommends that Council provide direction in the development of a request for proposals to
determine the most beneficial use of the "Imperatrice Ranch" property.
Background:
Statement of Purpose
The 846 acre "Imperatrice Ranch" property was acquired in 1996 as a receiving site for effluent from
the City's waste water treatment plant. The City used food and beverage proceeds and paid
$950,287.98 for the property. The plan to land apply the treatment plant effluent was ultimately
rejected by the council and the land was never developed or utilized by the City. Since that time, the
only use of the property has been for cattle grazing under a lease to Ron Anderson, an Eagle Point
rancher. Recently there have been numerous requests to compete with the current leasee for the rights
to use the property.
Council has directed staff to develop a proposal whereby potential users could present their plans for
the future use of the property. The attached request for proposal (RFP) has been developed for that
purpose and staff is seeking further direction from the council in finalizing the RFP.
Property History
In an effort to generate revenues that would cover the costs of the annual property taxes and TID water
rights, the City entered into a lease agreement with Ron Anderson, a cattle rancher from Eagle Point.
This lease generated $11,000 for the first year in revenue for the property. The original lease
agreement with Mr. Anderson was a one-year lease that expired April 14, 1999. The lease was never
renewed; however, Mr. Anderson has continued to use the property on the same terms on a month-to
month agreement paying $1,000 per month. This month-to month arrangement has offset the annual
costs of the property for the last ten years.
RFP for Future Use of Property
Although the property has been used for agricultural purposes throughout its recent history, there may
be other, more beneficial uses that the City should consider for the property.
In 2007 Counselor Chapman suggested that Council actively consider other uses of the property and to
publicly solicit those uses. On March 17, 2009 staff received direction from Council to develop a
request for proposals for the beneficial use of the Imperatrice Ranch property.
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CITY OF
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The attached draft RFP has been developed, in fulfillment of Council's directions, and is submitted for
review and discussion by Council in response to the March 17 motion.
There are a number of uses that Council may wish to stress more highly. Some of those possible uses
are outlined as follows:
1. Continued Reservation for Effluent Land Application
With the 1999 decision to discontinue the plan to apply the wastewater treatment effluent
discharge onto the Imperatrice property, the public works department took the necessary steps
to allow the effluent to be discharged directly into the Ashland/Bear Creek. As a result,
improvements at the plaint raised the quality of the effluent from a class III to a class IV, which is
near drinking water quality. The City decided a membrane filtration system, which very
effectively screens out impurities and harmful elements. However, the City now faces new
temperature standards, recently introduced by DEQ, which set maximum temperatures for
wastewater discharges into the creek. The solution to this problem has yet to be fully
developed, but some element of effluent land application during the summer months is an option
that should be retained. The option to land apply the class IV plant effluent on the Imperatrice
property should be retained.
2. Recreational
The property is a unique site, ideally adapted for the development of natural areas for parkland
and corridors for hiking, biking and equestrians access. Council may wish to consider possible
future connections, such as the beginning of a regional trail to Grizzly Peak or a ditch trail along
the TID east lateral.
3. Agricultural
Since the City assumed ownership of the property it has been used for cattle grazing. It may be
possible to expand the agricultural use of the property to include food production, thereby
furthering the goal to become more sustainable, to create local jobs and to return a larger
financial income to the City.
4. Energy Generation
Councilor Chapman has suggested that the site may lend itself to the production of energy
through solar or wind generation. This use may be compatible with other proposed uses of the
property and may allow several uses to co-exist on the property.
5. Preservation of Environment and Ecological Resources
During the recent tour of the property Council heard a presentation by Dominic DePalo about
sensitive flora and fauna on the property. During prior tours of the property, Mr. DePalo had
identified a total of 55 plant species of which 38 are native. The Southern Oregon Land
Conservancy has suggested that the City grant a conservation easement over all or a portion of the
property. The conservation easement would spell out the values that would be "conserved" on
different areas of the property. Allowed uses can vary based on the level of protection that the
City and Conservancy wish to establish.
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CITY OF
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The easement would run with the deed to the property, and conservation easements are difficult to
remove. Because it is a permanent restriction, Council should carefully weigh the advantages and
disadvantages.
Similar documents have been created to protect the Siskiyou Mountain Park and the
Oredson/Todd Woods.
PROS
• The easement would effectively protect valuable natural, scenic, and open space values.
• The easement may be specifically crafted to allow those uses which the City deems
desirable, such as the land application of wastewater plant effluent, agricultural uses, or
parks uses.
• The Southern Oregon Land Conservancy will be the grantee of the easement and will have
legal authority to enforce all aspects of the easement. The Conservancy is a neutral third
party and has no interest apart from the easement itself.
• The Siskiyou Mountain Reserve Conservation easement has been in place since 1992 and
has effectively protected that property.
• The easement could effectively protect the City's viewshed.
• The easement can be tailored to allow less sensitive parts of the property to be developed.
• The easement would resolve community concerns about whether the scenic, recreational, or
natural values of the property will be protected.
CONS
• It is very difficult to terminate the easement.
• The easement may reduce future value and salability of the property. Should the City wish
to sell the property in the future, the easement, including all its restrictions and
requirements remains in place.
• Future uses of the property must be thought through, identified and listed as authorized uses
on the easement.
• The City would be legally liable for uses of the property that are inconsistent with the terms
and conditions of the easement.
RFP REVIEW
A request for proposal is a document whereby a public agency can solicit responses for a particular set
of services. It is the accepted method by which professional and personal services can be acquired by
an agency. In an RFP, the selection is based upon a number of preset criteria that the proposer must
demonstrate, in writing, that it can and does meet. The cost of services is not the sole deciding factor
and in some situations, as in qualification based proposals, must not even be included in the RFP.
In this instance, staff is attempting to modify the standard RFP process to include proposals for the use
of a property owned by the City, and there can be a wide variety of proposed uses. Staff has
tentatively identified 6 criteria that may be used to determine the most beneficial use including:
1. Sustainability
2. Public Benefit
3. Financial Benefit
4. Environmental Stewardship
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C I T Y OF
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5. Wastewater Effluent Use
6. Adherence to County Land Development Ordinances
To be as subjective as possible, a scoring system based upon each of these criteria could be
implemented whereby a maximum value would be attributed to each of the six criteria. For instance,
Council may consider criteria no. 5 to be most important and apply a value of 30 points to that criteria.
Environmental stewardship (no. 4) may also be deemed highly critical and may be awarded 25 points.
A possible scoring scheme might be as follows:
I. Sustainability (10 points)
2. Public Benefit (15 points)
3. Financial Benefit (10 points)
4. Environmental Stewardship (20 points)
5. Wastewater Effluent Use (30 points)
6. Adherence to County Land Development Ordinance (15 points)
MAXIMUM TOTAL POSSIBLE 100 points
Council may wish to identify other criteria for scoring or to apply a different value for each of the
criteria.
Related City Policies:
Council is empowered to manage the publicly owned properties of the City of Ashland.
Council Options:
Council's comments and concerns with regard to the future use of the Imperatrice Ranch property are
encouraged and appreciated.
Potential Motions:
No motions are presented at this study session
Attachments:
1. Draft RFP
2. Map
3. Conservation Easement
4. Memo of June 9, 2009
5. Photos
Page 4 of 4
CITY OF
ASHLAND
Council Communication
Study Session - Imperatrice Property Conservation Easement
Meeting Date: October 19, 2009 Primary Staff Contact: James Olson 552-2412
Department: Public Works E-Mail: olson-j a]ashland.or.us
Secondary Dept.: Parks Department Secondary Contact: Michael Faught 552-2411
Approval: Martha Bennett Estimated Time: 30 Minutes
Question:
Will the Council review and discuss the possible grant of a Conservation Easement encompassing the
Imperatrice property?
Staff Recommendation:
Staff recommends that the Council provide further direction regarding the possible grant of a
Conservation Easement overlying the Imperatrice property.
Background:
Executive Summary
At the June 15, 2009 study session, staff presented a draft request for proposal (RFP) for the beneficial
use of the Imperatrice property. One element of the discussion was the creation of a Conservation
Easement encompassing all or a portion of the property. Since the existence of a Conservation
Easement would likely restrict the future development of the property, the Council determined that the
details and possible impact of the easement should be thoroughly researched prior to proceeding with
the RFP for use of the property.
Working with City staff, the Southern Oregon Land Conservancy (SOLC) has proposed a draft
Conservation Easement which offers differing degrees of restrictions on portions of the property and
encompasses the entire Imperatrice property. Under this proposal the upper four tax lots (lots 500, 600
and 700 on map 381 E28 and lot 100 on map 381E27) would contain restrictions to protect the
following values:
■ The scenic open space values, which would allow consistent agricultural uses and applicant of
City effluent (if necessary)
■ The relatively natural grassland and Oak Savannah habitats
■ Public recreational use such as hiking trails
To protect these values, the easement would restrict the Imperatrice property as follows:
■ The entire property (seven tax lots) would be subject to a prohibition on subdivision or
partitioning. This would be the only restriction placed upon the lower three tax lots (lots 100
and 200 on map 381E32 and lot 200 on map 381E33)
■ The use of tax lots 600 and 700 on map 381E28 and lot 100 on map381E27, and the northerly
sloping portion of lot 500 on map 381 E28 containing significant natural grasslands, would be
limited to consistent agricultural use, development of hiking and other low impact recreational
trails, spraying of treated effluent and other uses that do not impact the property's scenic and
habitat values.
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CITY OF
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■ On the remainder of tax lot 500 on map 381E28, being that area southerly of a clearly marked
and mutually agreed upon habitat area, the easement would allow for the development of
necessary facilities and structures needed for the application of treated effluent from the
wastewater treatment plant (to preserve this option, if needed to address temperature
regulations.)
Easement Definition
As set forth in ORS Chapter 271.715, a Conservation Easement is a non-possessory interest of a holder
in real property imposing certain limitations for the purpose of protecting natural, scenic or open space
values of real property, ensuring its availability for agricultural, forest, recreational or open space use.
In this description, holder means a state, county, city, metropolitan service district, a soil and water
conservation district, or a charitable or nonprofit corporation or trust established for the purpose of
retaining or protecting the natural, scenic or open space values of real property.
Easement Consideration
A Conservation Easement is a permanent legal document which runs with the land and is not
terminated upon sale of the land. No two easements are identical and each must be individually crafted
to accomplish the goals of all parties to the easement. Amendments to them are possible, but generally
speaking, it is possible to add more restrictive language or additional protections but very difficult to
amend an easement to provide fewer protections.
PROS
• The easement would effectively protect valuable natural, scenic, and open space values.
• The easement may be specifically crafted to allow those uses which the City deems
desirable, such as the land application of wastewater plant effluent, agricultural uses, or
parks uses.
• The Southern Oregon Land Conservancy will be the grantee of the easement and will have
legal authority to enforce all aspects of the easement. The Conservancy is a neutral third
party and has not interest apart from the easement itself
• The Siskiyou Mountain Reserve Conservation Easement has been in place since 1992 and
has effectively protected that property.
• The easement could effectively protect the City's viewshed.
• The easement can be tailored to allow less sensitive parts of the property to be developed.
• The easement would resolve community concerns about whether the scenic, recreational, or
natural values of the property will be protected.
CONS
• It is very difficult to terminate the easement.
• The easement may reduce future value and salability of the property. Should the City wish
to sell the property in the future, the easement, including all its restrictions and
requirements remains in place.
• Future uses of the property must be thought through, identified and listed as authorized uses
on the easement
• The City would be legally liable for uses of the property that are inconsistent with the terms
and conditions of the easement.
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CITY OF
ASHLAND
Effect of Easement on Property Value
The Imperatrice property is currently zoned EFU (Exclusive Farm Use) and as such is subject to
certain tax assessment reductions. The current taxes and the listed real market value (as established by
the Jackson County Assessors Office is as follows:
MAP NO. TAX LOT NO. RMV AREA TAX
1 38 lE 27 100 $960,010.00 160 acres = $236.75
2 38 lE 28 500 $970,990.00 125 acres $156.03
3 38 lE 28 600 $274,140.00 35 acres = $60.07
4 38 lE 28 700 $6261600.00 80 acres = $137.33
5 38 lE 32 100 $156,290.00 3.16 acres = $2.85
6 38 lE 32 200 $989,710.00 65.88 acres = $51,28
7 38 lE 33 200 $3,633;740.00 359.98 acres = $264.72
TOTAL $7,611,480.00 829.08 acres = $909.03
The creation of a Conservation Easement will affect the value of the property, but to what is extent, is
not known. ORS Chapter 271.729 outlines the conditions under which the County Assessor will make
a determination of the property value.
The County Assessor will prepare a report on the effect of the easement conveyance upon the assessed
value of the property when requested to do so by the property owner, and in the following manner:
1) The request for the report must be in writing and must include the following:
■ An appraisal of the property prepared within three (3) months preceding the date of the
request
■ The appraisal must state the appraiser's opinion of the property both before and after the
easement is conveyed
■ A copy of the Conservation Easement must be provided to the assessor
2) Upon receipt of the completed application the assessor will prepare a written report of the value of
the property.
Creation of Easement
Should the Council wish to proceed with the creation of the Conservation Easement, ORS again
specifies the course of action to be taken.
It is required that one or more public hearings be held and that a notice of the hearing be published at
least twice in a local newspaper. The publication must be not less than 12 days for the first
publication, and not less than 5 days prior to the hearing. The City must also provide a 30-day notice
of the hearing to Jackson County as the governmental body having jurisdiction in the area of the
easement acquisition.
Draft Easement
SOLC has provided a possible draft Conservation Easement for the Imperatrice property, which is
attached as Exhibit A. Exhibit B is a quick guide to the form and content of the easement. The guide
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CITY OF
ASH LAND
lists and explains each section of the easement document and explains the purpose of that section and
the intent of the wording.
The easement document in turn has 3 or 4 exhibits which further define the property, the conservation
plan and existing conditions. Exhibits A and C, the property description and the Baseline
Documentation Report are not included with the draft.
The baseline report is a complete and detailed physical description of the property and will include a
summary of notable features including the existence of rare or endangered plants and animals. The
Baseline Report is prepared after the easement is approved but before it is signed and recorded.
The proposed Conservation Easement would encumber the entire Imperatrice property comprising
seven existing tax lots; however, the document proposes three differing degrees of protection and
restrictions.
The southerly or lower three lots (3 81 E 32 tax lots 100 and 200 and 3 81 E 33 tax lot 200) would
contain only a single restriction which would prevent future subdividing or partitioning of the property.
This condition would also apply to all lots within the Imperatrice property.
The upper four lots including tax lots 500, 600 and 700 on map 38 1 E 28 and lot 100 on map 38 1 E 27
all would have stronger restrictions placed on them. The use on these lots would be limited to
consistent agricultural use, development of hiking and other low impact recreational trails, land
application of treated effluent and other uses that do not impact the property's scenic quality and
habitat.
It is important that the option to land apply treated wastewater effluent be retained on all lots since the
property was originally purchased with funds earmarked for that purpose. The draft easement appears
to adequately protect that use. Lot 500 which is one of the upper or north lots is to be further divided
along the lines, which would be mutually agreed upon, of significant natural grasslands. The lower of
the southerly portion of this lot which contains more of the flat plateau would have a further approved
use for the construction of physical structures which might be necessary for the distribution of the
treated effluent. The structure that might be included would include storage reservoirs and a pump
station.
Next Steps
The decision to proceed with the creation of a Conservation Easement must be made at a regular
session where further details could be discussed and a public hearing date set. It is recommended that
the public hearing date be set at least 45 days following the Council meeting to provide adequate time
for notification. Once the issuance of the Conservation Easement is received, we can resume work on
the development of a RFP for the beneficial use of the property.
Related City Policies:
ORS Chapter 271.725 grants the City and SOLC the authority to create Conservation Easements to
protect natural, scenic or open space values of real property.
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CITY OF
ASHLAND
Council Options:
The Councils comments and concerns with regard to the possible acquisition of a Conservation
Easement over the Imperatrice property are encouraged and appreciated.
Potential Motions:
No motions are presented at this study session.
Attachments:
■ Exhibit A, Draft Conservation Easement
■ Exhibit B, A Quick Readers Guide to Conservation Easements
■ Exhibit C, 26CFR Chapter I (IRS Regulations)
■ Maps
Page 5 of 5
C I T Y OF
ASHLAND
PUBLIC WORKS i ENGINEERING DIVISION
REQUEST FOR PROPOSALS
Beneficial Use of the
"Irnperatrice Ranch" Property
PROJECT NO: 2009-12
TYPE OF PROPOSAL: PROPOSALS FOR THE BENEFICIAL USE OF THE
840 ACRE "'HAPERATRICE RANCH" PROPERTY
DISTRIBUTION DATE: July , 2009
BID OPENING DATE: 2:00 PM, August 2009
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46
CITY OF ASHLAND
20 E. MAIN STREET
ASHLAND OR 97520
(541) 488-5347
~r
CITY OF ASHLAND
PUBLIC WORKS DIVISION
REQUEST FOR PROPOSALS
FOR THE BENEFICIAL USE OF THE 840 ACRE "IMPERATRICE RANCH"
PROPERTY OWNED BY THE CITY OF ASHLAND
The City of Ashland (City) is seeking proposals for the private and / or public use of the
Imperatrice Ranch property located north of Interstate 5. Currently, this City-owned property is
being leased for cattle grazing. The City desires to determine the most beneficial use for the
property and is inviting interested parties to submit proposals. The best use of the properties
could be defined as the use that most closely addresses the following requirements:
1. The use should be beneficial to City;
2. The use should promote sustainable use of resources;
3. The use should consider the use of City's wastewater effluent discharge from its
wastewater treatment facility
4. The use should take into consideration all environmental aspects of the property
including: soil conservation measures, riparian area preservation, wildlife reserve area
preservation, forest preservation areas and proposed pedestrian trail connections.
5. The use must be compatible with Jackson County land use ordinances.
Proposals must be received by 2:00 PM, August , 2009, in the City of Ashland
Engineering Office located at 51 Winburn Way, Ashland OR 97520; Mailing address: 20 E.
Main Street Ashland OR 97520. Express mail address: 51 Winburn Way, Ashland OR
97520. For further information contact Michael Faught, Public Works Director at 541 552-2420.
To obtain a copy of the Request for Proposal documents, contact Nancy Slocum at 541 552-2420
or slocumn( ,ashland.or.us.
Proposal selection will be made by the Ashland City Council and will result in an agreement
between City and the successful proposals that will clearly define the conditions of the property
usage. Multiple proposals may be accepted if it best meets the City's requirements.
The City of Ashland reserves the right to reject any and all proposals, to waive formalities or to
accept any proposal which appears to serve the best interest of the City of Ashland.
Michael R. Faught
Public Works Director
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. TABLE OF CONTENTS
Advertisement PAGE
SECTION I SOLICITATION INFORMATION & REQUIREMENTS
1.1 DEFINITIONS AND SUMMARY OVERVIEW
1.1.1 Definitions 5
1. 1.2 Summary Overview 6
General Background Information 6
Property Acquisition 6
General Property Description 7
Legal Description 7
Exhibit A (description) 10
1.2 TAX LOT DESCRIPTIONS 11
1.3 LEGAL ENCUMBERANCES 14
SECTION 2 - CONDITIONS OF DEVELOPMENT 15
2.1 PROPERTY BOUNDARY DETERMINATION 15
2.2 MEANDER ROAD 15
2.3 TID CANAL 15
2.4 UTILITY TRANSMISSION LINES 15
2.5 TREE PRESERVATION AREAS 16
2.6 RIPARIAN PROTECTION ZONES 16
2.7 ENVIRONMENTAL AND CULTURAL OVERLAYS 16
2.8 RECREATIONAL USES 16
2.9 SOIL HAZARD AREAS 17
2.10 COMPLIANCE WITH JACKSON CO LAND DEVELOPMENT ORDINANCE 17
SECTION 3 PROPOSAL SUBMITTALS 17
3.1 SUSTAINABILITY 17
3.2 PUBLIC BENEFIT 17
3.3 FINANCIAL BENEFIT 17
3.4 ENVIRONMENTAL STEWARDSHIP 17
3.5 WASTEWATER. EFFLUENT USE 18
3.6 WATER RIGHTS 18
3.7 ADHERANCE TO JACKSON CO LAND DEVELOPMENT ORDINANCE 18
SECTION 4 LEASE AGREEMENT 18
4.1 LEASE TERMS 18
4.2 INDEMNIFICATION 18
4.3 INSURANCE 18
4.4 TID ANNUAL CHARGE 19
4.5 ODF FIRE PROTECTION FEES 19
4.6 PROPERTY TAXES 19
APPENDIX. 20
Base Ma
Zoning Vegctation Overlay Map
Geology Map
Soils, Wetland and Springs Ma
Soils Ma
Site Photos
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CITY OF ASHLAND
DEPARTMENT OF PUBLIC 'ORES
REQUEST FOR PROPOSAL
AVIATION ENGINEERING SERVICES
SECTION I SOLICITATION INFORMATION AND REQUIREMENTS
1.1 DEFINITIONS AND SUMMARY OVERVIEW
1.1.1 DEFINITIONS
For the purposes of this RFP:
"Agency" or "City" means City of Ashland.
"Business days" means calendar days, excluding Saturdays, Sundays and all City recognized
holidays.
"Calendar days" or "days" means any day appearing on the calendar, whether a weekday,
weekend day, national holiday, State holiday or other day.
"lmperatrice Ranch" mans 840 acres of land owned by City of Ashland and comprised of the
following tax lots: 38 1 E 27 TL 100; 38 1 E 28 TL 500, 600 and 700; and 38 1 E 32 TL 100 and
200 and 38 1 E 33 TL 200.
"Proposers" - All firms submitting Proposals are referred to as Proposers in this document; after
negotiations, an awarded Proposer will be designated as "Consultant."
"PWD" means City of Ashland Public Works Department.
"RFP" means Request for Proposal.
"Scope of Work" means the general character and range of services and supplies needed, the
work's purpose and objectives, and an overview of the performance outcomes expected by
Agency.
"Statement of Work" means the specific provision in the final Contract which sets forth and
defines in detail (within the identified Scope of Work) the agreed-upon objectives, expectations,
performance standards, services, deliverables, schedule for delivery and other obligations.
"Qualification Based Selection" or "QBS" (for the purposes of this RFP) means evaluations and
scoring of proposals based on qualifications, experience and project approach, without
considering cost.
"W WTP" means waste water treatment plant.
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1.1.2 SUMMARY OVERVIEW
The City of Ashland (City) is seeking proposals for the private and / or public use of the
Imperatrice Ranch property located north of Interstate 5. Currently, this City-owned property is
being leased for cattle grazing, but City desires to determine the most beneficial use for the
property and is inviting interested parties to submit proposals for this use. The best use of the
properties could be defined as the use that most closely addresses the following requirements:
• The use should be beneficial to City
• The use should promote sustainable use of resources
• The use should consider the use of City's wastewater effluent discharge from its
wastewater treatment facility
• The use takes into consideration all environmental aspects of the property including: soil
conservation measures, riparian area preservation, wildlife reserve area preservation,
forest preservation areas and proposed pedestrian trail connections
• The use must be compatible with Jackson County Land Development Ordinances
City will evaluate each proposal received in accordance with the procedures set forth in this
document and shall identify the proposal that best meets City's goals and provides the most
beneficial use for the property. There is no guarantee that City will select one of the proposals as
submitted. City further reserves the right to negotiate with one or more of the proposers to alter,
delete or add additional conditions or requirements to better meet City's needs. City reserves the
right to reject any or all proposals, to waive formalities or to accept any proposal which appears
to serve the best interests of City.
Proposers responding to this RFP do so solely at their expense, and City is not responsible for
any proposer expenses associated with the RFP.
General Background Information
Property Acquisition
On April 9, 1996, the City purchased 846 acres of land known as the "Imperatrice Ranch"
property from Kimberly White, Karen White, and Marion Imperatrice for $950,287.98. The
property was purchased using food and beverage tax proceeds with the intent to land apply the
City's wastewater treatment plant effluent and biosolids. The effluent and biosolids land
application plan was suspended after surrounding neighbors and members of the community
expressed concerns about effluent land application proposals.
In an effort to generate revenues that would cover the costs of the annual property taxes and TID
water rights, the City entered into a lease agreement with Ron Anderson, a cattle rancher from
Eagle Point. This lease generated $11,000 for the first year in revenue for the property. The
original lease agreement with Mr. Anderson was a one-year lease that expired April 14, 1999.
The lease was never renewed; Mr. Anderson has continued to use the property on the same terms
on a month-to-month agreement paying $1,000 per month. This month-to-month arrangement
has offset the annual costs of the property for the last ten years.
General Property Description
The property is comprised of the following seven tax lots:
1. 38 I E 27 100
1--\....i,-wr{te\rnnlrii-nt-atimiti\ NCiNFFR`kPROJFCT,2009\09-12 Immmtnce Ranch Provenv RFP 4 04.doc Pape 5 Of 20
2. 38IE28-500
3. 38IE28-600
4. 381E 28-700
5. 38 I E 32 - 100
6. 38 IE 32 - 200
7. 38IE33-200
The seven lots total approximately 840 acres, but some sources show up to 890 acres. The
property is located north of Interstate 5, outside the City Urban Growth Boundary. The Talent
Irrigation District JID) east lateral traverses three of the tax lots for a total linear exposure of
7,780 feet. The area below the canal, totaling 180 acres, is irrigated and has a current water right
of 475 acre-feet per season (April to September). The property is predominately pasture land
with approximately 546 acres currently being used for cattle grazing.
There are no year-round streams on the property, but several intermittent streams that flow
during the wet season. At least one spring, Hamby Spring, is located on the property in the
southwesterly section of the property.
The property has several acres of nearly level land near the north boundary of the property, but
most of the property has a relatively steep (10 to 20 percent) southern exposure.
The property currently has no utility services available on site. Since the property is located
outside City's Urban Growth Boundary, potable water service from City's water system is not
possible. Nor does the property meet minimum criteria for City sanitary sewer service.
The property is within the service area of Pacific Power and can be service from that source, but
no service currently exists on the property.
Legal Description
The legal description of the property is shown on the following attached Exhibit A:
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LP-65935
EXHIBIT A
TRACT A: The Southwest Quarter of Section 27 in Township 38 South, Range
1 East of the Willamette Meridian in Jackson County, Oregon.
(Code 5-2, Account #1-9618-5, Map #381E27, Portion Tax Lot #100)
TRACT H: Beginning at the southeast corner of Section 28, Township 38
South, Range 1 East, of the Willamette Meridian in Jackson County,
Oregon; thence West, along the the south line of Section 28, a distance
of 605.0 feet; thence North, parallel with the east line of Section 28, a
distance of 2630.0 feet; thence East 605.0 feet to said east line; thence
South, along said east line, 2630.0 feet to the Point of Beginning.
(Code 5-2, Account 0I-12340-6, Map #381E28, Tax Lot #600)
TRACT C: Beginning at the southeast corner of Section 28 in Township 38
South, Range 1 Bast of the Willamette Meridian in Jackson County, Oregon;
thence West along the south line of said Section, 1650.0 feet; thence
North parallel with the east line of said Section, 2630.0 feet; thence
East 1650.0 feet to the east line of said Section; thence South, along
said line, 2630.0 feet to the point of beginning. EXCEPTING THEREFROM the
following: Beginning at the southeast corner of Section 28, Township 38
South, Range 1 East, of the Willamette Meridian in Jackson County,
Oregon; thence West, along the the south line of Section 28, a distance
of 605.0 feet; thence North, parallel with the east line of Section 28, a
distance of 2630.0 feet; thence East 605.0 feet to said east line; thence
South, along said east line, 2630.0 feet to the Point of Beginning.
ALSO, the West 60.0 acres of the Southeast Quarter of Section 28 in
Township 38 South, Range I East of the Willamette Meridian in Jackson
County, Oregon. ALSO, Tract 15 of "ASHLAND ACRES" in Jackson County,
Oregon, according to the official plat thereof, now of record.
(Code 5-2, Account #1-12339-2, Map #381E28, Tax Lot #500)
(Code 5-2, Account #1-12341-4, Map #38IE28, Tax Lot #700)
TRACT D: Beginning at the northwest corner of Donation Land Claim No. 49
in Township 38 South, Range I East of the Willamette Meridian in Jackson
County, Oregon; thence South 50.0 feet, along the west line of said
Claim; thence East parallel with the north line of said Claim, 2870.0
feet; thence North 50.0 feet to said north line; thence West, along said
line, 2870.0 feet to the point of beginning. EXCEPTING THEREFROM that
portion conveyed to the State of Oregon, by and through its State Highway
Commission, by deed recorded in Volume 530 page 505 of the Deed Records
of Jackson County, Oregon.
ALSO, Tracts 9, 10, 11 and 12 of "ASHLAND ACRES" in Jackson County,
Oregon, according to the official plat thereof, now of record. EXCEPTING
therefrom that portion acquired by the State of Oregon, by and through
its State Highway Commission, by Final Judgment rendered October 16, 1962
in the Circuit Court of Oregon for Jackson County, under Case No.
61-822L, and recorded in Volume 170 page 599 of the Circuit Court
Journal. ALSO EXCEPTING therefrom, the following: Beginning at the
southwest corner of said Tract 9; thence North 948.30 feet to the
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LP-65935 (continued)
northwest corner thereof; thence East 567.70 feet; thence South 8'451 west
1144.0 feet to the northerly line of the County Road; thence North 64'35'
West, along said line, 429.6 feet to the point of beginning. ALSO EXCEPTING
therefrom that portion acquired by the State of Oregon, by and through its
State Highway Commission, by Final Judgment rendered September 7, 1966 in
the Circuit Court of Oregon for Jackson County, under Case No. 65-342L and
recorded in Volume 204 page 654 of the Circuit Court Journal. ALSO
EXCEPTING therefrom that portion conveyed by Deed recorded February 17,
1967 as No. 67-01380 of the Official Records of Jackson County, Oregon.
ALSO, EXCEPTING THEREFROM the following: A parcel of land lying in Tracts
8, 9, 11 and 12, ASHLAND ACRES, Jackson County, Oregon, the said parcel
being described as follows: Beginning at a point opposite and 150 feet
Northeasterly of Engineer's Station 1345+00 on the center line of the
relocated Pacific Highway; thence Southeasterly in a straight line to a
point opposite and 200 feet Northeasterly of Engineer's Station 1350+00 on
said center line; thence Northeasterly in a straight line to a point
opposite and 550 feet Northeasterly of Engineer's Station 1354+00 on said
center line; thence Southeasterly, parallel with said center line to a
point opposite Engineer's Station 1362+00; thence Southeasterly in a
straight line to a point opposite and 152.5 feet Northeasterly of
Engineer's Station 1373+00 on said center line; thence Northwesterly in a
straight line to a point opposite and 150 feet Northeasterly of Engineer's
Station 1372+00 on said center line; thence Northwesterly in a straight
line to a point apposite and 180 feet Northeasterly of Engineer's Station
1366+00 on said center line; thence Northwesterly, parallel with said
center line, to a point opposite Engineer's Station 1363+00; thence
Northwesterly in a straight line, to a point opposite and 170 feet
Northeasterly of Engineer's Station 1357+00 on said center line; thence
Northwesterly in a straight line to a point opposite and 150 feet
Northeasterly of Engineer's Station 1351+00 on said center line; thence
Northwesterly, parallel with said center line, to the point of beginning.
The center line referred to herein is described as follows:
Beginning at Engineer's center line Station 1345+00, said station
being 1230.70 feet South and 353.36 feet East of the northeast corner
of the John Barrett Donation Land Claim No. 48 in Township 38 South,
Range I East of the Willamette Meridian in Jackson County, Oregon;
thence South 62'21' East 2800 feet to Engineer's center line Station
1373+00.
Bearings are based upon the Oregon Co-ordinate System, South Zone.
ALSO, Beginning at a point which is South 645.00 feet of the northeast
corner of Tract 7 in "ASHLAND ACRES" in Jackson County, Oregon, according
to the official plat thereof, now of record; thence South 105.00 feet;
thence west 521.30 feet; thence North 0'09' East 140.00 feet; thence South
85.46' East 500.40 feet to the point of beginning.
(Code 5-8, Account #1-12687-6, map #381E32, Tax Lot #100)
(Code 5-8, Account #1-12688-4, Map #381E32, Tax Lot #200)
(Code 5-11, Account #1-12360-1, Map #381E32, Tax Lot #200)
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LP-65935 (continued)
TRACT E: Tracts 16, 17, 18, 19 and 20 of "ASHLAND ACRES" in Jackson County,
Oregon, according to the official plat thereof, now of record. EXCEPTING
THEREFROM that portion acquired by the State of Oregon, by and through its
State Highway Commission, by Final Judgment rendered October 16, 1962 in
the Circuit Court of Oregon for Jackson County, under Case No. 61-822L, and
recorded in Volume 170 page 599 of the Circuit Court Journal. ALSO
EXCEPTING therefrom that portion acquired by the State of Oregon, by and
through its State Highway Commission, by Final Judgment rendered September
7, 1966 in the Circuit Court of Oregon for Jackson County, under Case No.
65-342L and recorded in volume 204 page 654 of the Circuit Court Journal.
ALSO EXCEPTING therefrom that portion of Tracts 18, 19 and 20 of "ASHLAND
ACRES" in Jackson County, Oregon, lying Southwesterly of Oregon Interstate
Highway No. 5. ALSO EXCEPTING THEREFROM the following: Beginning at the
northeast corner of Tract 17 of "ASHLAND ACRES" in Jackson County, Oregon,
according to the official plat thereof, now of record and which is the
southeast corner of Section 28 in Township 38 South, Range 1 East of the
Willamette Meridian in Jackson County, Oregon; thence South 1705.00 feet to
the north line of tract described in Volume 170 page 567 of the Deed
Records of Jackson. County, Oregon; thence West 660.00 feet; thence North
1705.00 feet to the north line of said Tract 17; thence East 660.00 feet to
the point of beginning.
ALSO, Beginning at a point South 89'45' West 40.00 chains from the quarter
corner between Sections 33 and 34 in Township 38 South, Range 1 East of the
Willamette Meridian in Jackson County, Oregon; thence North 1485.00 feet;
thence North 89'45' East 440.22 feet to the west line of Tract 17 in
"ASHLAND ACRES" in Jackson County, Oregon, according to the official plat
thereof, now of record; thence South, along said line, 1485.00 feet; thence
South 89`45' West 440.22 feet to the point of beginning.
(Code 5-8, Account #1-12714-2, Map #381E33, Tax Lot #200)
(Code 5-11, Account #1-12367-6, Map #381E33, Tax Lot #200)
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1.2 TAX LOT DESCRIPTIONS
The property is comprised of seven separate tax lots which are described in further detail and
includes data from the Jackson County Assessors Office:
Jackson County Ma Reference: 38 I E 27 Tax Lot 100
Address Location: Approximately 1.5 to 2 miles North of Ashland approximately
.25 miles Northeast of the North end of Mountain Avenue.
This ro ert is located above the East TID canal.
Owner of Record: City of Ashland
Assessor's Account No: 1-009618-5
Present Use: 160 acre d pasture
Highest and Best Use: Present use
Zone: Exclusive Farm Use EFU
Size: 160 acres
Property Description: An appraisal in 1999 states that the Jackson County Planning
Department made the following statements in regard to this
property: 38 1 E 27 TL 100 appears to be a parcel that has
been illegally created. Records show that prior to 1973, it was
combined with 38 1E 27 TL 101 and 38 1E 34 TL 100 was
conveyed to Jenkins (OR-75-12047) and 38 lE 27 TL 100
was conveyed to Kimberly White in 1987 (OR-87-25339-41).
The three tax lots created did not comply with ordinance
requirements in effect at the time, primarily because they did
not have access. Under present regulations, findings would
also have to be made that each parcel can stand alone as a
separate commercial farm unit, in addition to the provision of
access. This would be very difficult. It appears that the most
easily accomplished alternative would be to consolidate
subject (38 1E 27 TL 100) with an adjacent ownership, either
with 38 1 E 28 TL 600 in the Imperatrice ownership or with
one of the parcels to the north, east, or south.
Also it should be noted that subject parcel should be
consolidated with 38 1 E 34 TL 100 as subject parcel is not
considered a legal parcel by Jackson County. Soils
information indicated that the soils on this property are
approximately 95% Carney and Carney Cobbly Clay soils
with are Class 4 soils.
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Jackson County Map Reference: 38 1 E 28 Tax Lot 500 and 700
38 1 E 32 Tax Lot 200
3 8 1 E -3 3 T ax Lot 200
Address Location: Approximately 2 miles North of Ashland. This parcel of four
tax lots lays adjacent to the Northeast side of Interstate 5 and
the associated "Northbound" I-5 weigh station. This property
extends uphill in a Northeasterly direction across the east
canal of the TID.
Owner of Record: Ci of Ashland
Assessor's Account No: 38 1E 28 Tax Lot 500 1-012339-2
38 1 E 28 Tax Lot 700 1-012341-4
38 1 E 32 Tax Lot 200 1-012688-4
38 1E 33 Tax Lot 200 1-012367-6
Present Use: 224.4 acre irrigated pasture
423.95 acre d asture
Highest and Best Use: 1.95 acre home site
422 acre dry pasture
244.4 acres irrigation pasture
Zone: EFU
Size: 648.35 acres
Property .Description: An appraisal in 1999 states: the Jackson County Planning
Department states that this group of parcels is described in
Volume 356, Page 197, dated September 4, 1951. No
document could be found separating these tax lots prior to
adoption of county-wide zoning on September 1, 1973. As a
result, this block of land is considered as one parcel for
development purposes.
This large parcel has an 80 to 90% chance or better for
qualifying for a farm dwelling permit on this EFU zoned land.
Access would be via an easement from or consolidation with
38 1E 33 TL 100. The soils on this parcel are virtually all
Class 4 soils even though many of the acres are irrigated. The
soils are primarily Carney clay soils with some Carney
Cobbl cla soil areas.
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Jackson Count Ma Reference: 38 I E 28 Tax Lot 600
Address Location: Approximately 1.5 to 2 miles North of Ashland approximately
.25 miles North of the North end of Mountain Avenue. This
property located above the East TID canal.
Owner of Record: City of Ashland
Assessor's Account No: 1-012340-6
Present Use: 35 acre d pasture
Highest and Best Use: 1 acre home site
34 acres d land pasture
Zone: EFU
Size: 35 acres
Property Description: An appraisal in 1999 states that 38 1 E 28 TL 600 is addressed
in Volume 468, Page 107, dated February 5, 1959, which
described only this parcel. As a result it is recognized as a
separate 35 acre unit even though it does not currently meet
access requirements. The access problem would most likely
be solved by an easement written as servient to 38 1 E 33 TL
100. A bridge adequate for fire trucks would have to be
constructed across the East TID canal. The property should be
able to meet all other requirements of an EFU property in
roeess for a non-farm dwelling permit.
Jackson Count Ma Reference: 38 I E 32 Tax Lot 100
Address Location: Approximately 2 miles North of Ashland adjacent to both
sides of Butler Creek Road. This property is approximately
200-300 feet North of Interstate 5.
Owner of Record: City of Ashland
Assessor's Account No: 1-012687-6
Present Use: dry p asture
Highest and Best Use: Consolidation with adjacent parcel(s) for access or pasture
use.
Zone: EFU
Size: 3.17 acres
Property Description: An appraisal in 1999 states that this is a 3.17 acre parcel of
land which was set out in the 927 Survey Plat Book 2, Page
10, a survey of Ashland acres. This long narrow parcel as
created for access purposes and would not be a legally
buildable lot. Soils on this property are virtually all Class 4
soil being primarily Carne and Coker clay soil.
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1.3 LEGAL ENCUMBER.A.NCES
The property is subject to numerous legal encumbrances and title exceptions that must be
considered prior to future development. The following exceptions have been disclosed by the
most recent title report.
1. The premises herein described have been zoned or qualified for "Farm Use" tax
assessment. At such time as said land is disqualified for such "Farm Use," the property
will be subject to additional taxes and interest and possible statutory penalty.
2. The effect of said property, or any part thereof, lying within the Talent Irrigation District,
and subject to all water and irrigation rights, easements for ditches and canals, and all
regulations of said District, including all assessments, leans and charges assessed, and to
be assessed.
3. Right of way to R.B. Hargadine, record notice of which appears in Deed recorded April
27 1880 in Volume 8 page 726 of the Deed Records of Jackson County, Oregon.
4. Right of way for canal and ditch, 50.0 feet wide, and rights in connection therewith,
granted to the Talent Irrigation District, by instrument recorded March 15, 1923 in
Volume 143 page 570 of the Deed Records of Jackson County, Oregon.
5. Right of way for the transmission and distribution of electricity, and for other purposes,
granted to The California Oregon Power Company, a California corporation, by
instrument recorded March 6, 1924 in Volume 149 page 97 of the Deed Records of
Jackson County, Oregon.
6. Rights of way for the transmission and distribution of electricity and for other purposes,
granted to The California Oregon Power Company, a California corporation, by
instruments recorded in Volume 168 page 153 and Volume 256 page 443 of the Deed
Records of Jackson County, Oregon.
7. Rights of way for the transmission and distribution of electricity, also right to install guys
and anchors and for other purposes, granted to The California Oregon Power Company, a
California corporation, by instruments recorded in Volume 184 page 122 and Volume
440 page 220 of the Deed Records of Jackson County, Oregon.
8. Ditch right of way, as set forth in deed recorded September 23, 1923 in Volume 195 page
50 of the Deed Records of Jackson County, Oregon.
9. Right of way for the purpose of the operation, maintenance, repair and reconstruction of
canals, reserved by the Talent Irrigation District, in deed recorded December 30, 1936 in
Volume 210 page 536 of the Deed Records of Jackson County, Oregon.
10. Perpetual easement for the construction, repair, maintenance and operation of a 50.0 foot
canal, and rights in connection therewith, granted to the Talent Irrigation District, by
instrument recorded in Volume 214 page 303 of the Deed Records of Jackson County,
Oregon.
11. Right of way for the Eagle Mill Ditch, record notice of which appears in Deed recorded
June 12, 1943 in Volume 244 page 155 of the Deed Records of Jackson County, Oregon.
12. Perpetual easement and rights in connection therewith, for underground conduit, cable
and other fixtures, granted to The Pacific Telephone and Telegraph Company a
California corporation, by instrument recorded March 13, 1947 in Volume 280 page 49
of the Deed Records of Jackson County, Oregon.
13. Perpetual easement and rights in connection therewith, for underground conduit, cable
and other fixtures, granted to The Pacific Telephone and Telegraph Company a
California corporation, by instrument recorded March 13, 1947 in Volume 280 page 50
of the Deed Records of Jackson County, Oregon.
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14. Right to the use of spring located on said premises, together with the right of way for pipe
line from said spring, and rights in connection therewith, reserved in deed recorded
November 8, 1948 in Volume 308 page 252 of the Deed Records of Jackson County,
Oregon.
15. Right of way 100.0 feet wide for the transmission and distribution of electricity, and for
other purposes, also right to install guys and anchors, granted to The California Oregon
Power Company, a California corporation., by instrument recorded April 24, 1957 in
Volume 440 page 499 of the Deed Records of Jackson County, Oregon.
16. Perpetual right of way and easement to construct, reconstruct, operate and maintain a
buried pipeline, for the purposes of conveying water and rights in connection therewith,
granted to the United States of America, by instrument recorded September 22, 1959 in
Volume 479 page 305 of the Deed Records of Jackson County, Oregon.
17. Access restrictions imposed by Final Judgment rendered September 7, 1966 in the State
Circuit Court of Oregon, for Jackson County, under Case No. 65-342L and recorded in
Volume 204 page 654, Circuit Court Journal.
18. "Grantors reserve for themselves, their executors and assigns, an undivided one-half
interest in all gas, oil, and mineral rights which are now the property of grantors, and
which may hereafter revert to grantors, it being the intention what the other undivided
one-half interest in all such gas, oil, and mineral rights shall vest in grantees, there
successors and assigns," as set out in deed from Ernest M. Pellkofer et ux, to J.D.
Imperatrice et ux, recorded June 30, 1966 as No. 66-07545 of the Official Records of
Jackson County, Oregon.
19. Perpetual rights and non-exclusive easements to use the roads, as set out in deed from
Marion D. Imperatrice to Richard G. Ireland et ux, recorded October 15, 1974 as no. 74-
13557 or the Official Records of Jackson County, Oregon.
20. Perpetual rights and non-exclusive easements to use the roads, also the perpetual right of
Richard G. Ireland and Gloria S. Ireland, and their successors in interest to use for all
road purposes, and continuation of Smith et ux, recorded October 15, 1974 as No. 74-
13559 of the Official Records of Jackson County, Oregon.
21. Grant of Communications Systems Easement, subject to the terms and provisions thereof,
granted to AT&T Communications of the Pacific Northwest, Inc., a Washington
corporation, and recorded September 12, 1988 as No. 88-18995, of the Official Records
of Jackson County, Oregon, as amended and corrected by instruments recorded January
10, 1989 as No. 89-00598, recorded March 8, 1989 as No. 89-04692, and recorded July
25, 1990 as No. 90-18479, said Official Records.
22. A mutual access and utility easement, as set forth in Agreement Creating Easement,
subject to the terms and provisions thereof, recorded November 9, 1992 as No. 92-34316,
of the Official Records of Jackson County, Oregon.
23. Right of Way Agreement, subject to the terms and provisions thereof, with Pacific Gas
Transmission Company, a California corporation, recorded April 6, 1995 as No. 95-
09111, of the Official Records of Jackson County, Oregon.
24. Right of Way Agreement, subject to the terms and provisions thereof, with Pacific Gas
Transmission Company, a California corporation, recorded April 6, 1995 as No. 95-
09113 of the Official Records of Jackson County.
25. Existing Leases, if any.
26. Slope easements granted to the Oregon Department of Transportation in connection with
improvements made to the Port of Entry facility.
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SECTION 2.0 CONDITIONS OF DEVELOPMENT
2.1 PROPERTY BOUNDARY DETERMINATION
Much of the Imperatrice Ranch property was surveyed and platted as part of the Ashland Acres
tracts which was created in 1923 by the Baulfour-Guthrie Trust Company. The survey was
completed by F.H. Walker, however, few corner monuments were set as the setting of physical lot
corner markers was not required until 1947. As development of the property has been minimal,
there have been few retracement surveys since the original platting in 1923. County records
indicate that only two surveys have been filed which would affect any of the seven tax lots with
the property. The surveys are filed in the office of the Jackson County Surveyor as Survey No.
16230 and 18720. Survey No. 18720 is a correction to the previously filed survey (16230) and both
surveys were performed by L.J. Friar and Associates of Medford.
Prior to development of the property, the selected proposer will be required to determine and
monument to remaining boundary corners not included on Survey No. 18720. The survey shall be
conducted by a licensed professional land surveyor and proposer shall bear all costs for the survey.
2.2 MEANDER ROAD
The Ashland Acres plat created a "Meander Road" (shown on filed Survey No. 18720) which
follows along the course of a riparian way along the southeast portion of the property. The
meander road which has never been named nor opened, divides the City-owned property from the
property to the east. Due to its proximity to the riparian way, the meander road would be difficult
to open or to improve in any way; however, its presence as a 40 foot wide street right of way
should be noted as to its possible impact to any development plan.
2.3 TALENT IRRIGATION DISTRICT (TID) CANAL
The TID east lateral traverses three of the tax lots on the property. The lateral is an open and
unlined canal with approximately 7.780 linear feet of frontage. There are two existing wooden
bridges that cross the canal. The west canal siphon also crosses tax lot 38 1 E 32 TL 200 ;11-1 a
southwesterly direction. The canal, siphon and irrigation laterals are located on five recorded
easements. The easements are listed by recording number as follows:
1. 50 foot wide easement Volume 143 page 570 (1923)
2. Ditch right of way - Volume 195 p 50 (1923)
3. Canal right of way - Volume 210 p 536 (1936)
4. 50 foot wide easement - Volume 214 p 303 (1940c)
5. Eagle Mill Ditch - Volume 244 p 155 (1943)
The TID water right is for 475 acre-feet per irrigation season.
It shall be the responsibility of the proposer to locate all irrigation canals, ditches and siphons and
their respective easements and to protect those facilities.
2.4 UTILITY TRANSMISSION LINES
Both pacific Power and Avista Utilities have major transmission lines in place on the property.
These lines are permitted by easements and carry specific rights and obligations for the protection
of their facilities. Pacific Power maintains two overhead, very tall voltage transmission lines which
run northwesterly across lots 38 1 E 27 TL 100 and 38 1 E 28 TL 600. The two transmission lines
6:`puh-wrks',eng'dept-admin`,ENGTNEER\PROJECT,2009\09-I2 Impemtrice Ranch Pmperiy RFP 4 09.doc Page 15 of 20
run parallel about 150 feet apart and are supported by double wooden support structures at random
intervals. Pacific Power has a right and obligation to remove tree growth under the power lines and
is periodically required to remove trees that may sprout under the power lines. Avista Utilities
operates a high pressure buried gas main nearly parallel to and southwesterly of the power lines.
The pipeline is not obvious on the ground, but is marked at random locations with a post mounted
placard.
It shall be the proposer's duty to determine the boundaries of the easements and the location of the
gas pipeline and to determine the impacts that the easements and transmission lines might have on
the proposed development.
2.5 TREE PRESERVATION AREA
There is a grove of Oak trees located on the north slope of lots 38 I E 27 TL 100 and 38 1 E 28 TL
600 which shall be preserved. The grove is located north of the Pacific Power lines and extends
from the top of the ride to the north boundary line. Proposers must demonstrate how this area is to
be protected, and/or utilized for public open space. The preservation area is shown on the
vegetation overlay map in the Appendix.
2.6 RIPARIAN PROTECTION ZONES
Two intermittent streams are located on the property as shown on the vegetation overlay map. The
steams are unnamed and are not fish bearing, but both streams have well established riparian
growth that must be preserved, protected and enhanced. The steam vicinity also has a wetlands
element which must also be protected in accordance with Jackson County Land Development
Ordinances. The vegetation overlay map indicates that approximate limits of the riparian and
wetlands protection zones.
2.7 ENVIRONMENTAL AND CULTURAL OVERLAYS
Chapter 7 of the Jackson County Land Development Ordinances (LDO) lists a portion of the
property as being an area of special concern and has established an overlay zone to provide
additional wildlife protection. The purpose of the LDO overlay zone is to protect site-specific
species and to govern the use of land with the underlying zoning regulations as well as the special
regulations set forth in Chapter 7.
A portion of this property is listed as Areas of Special Concern (ASC) 90-1 for deer and elk
habitat. ASC 90-1 is described as those lands on which development can affect survival of Black-
tailed Deer or Roosevelt Elk herds. Such lands are identified as winter range habitat on base maps
prepared by the Oregon Department of Fish and Wildlife (ODFW). The Grizzly Unit has been
classified by ODFW as being "Especially Sensitive." This area is located on the northeast corner
of lot 38 1 E 27 TL 100 as shown on the vegetation overlay map. Development within this area is
regulated through the Jackson County LDO Chapter 7.1.1.0.
Proposers must be aware of these requirements and address them in their proposal.
2.8 RECREATIONAL USES
The property affords opportunities for development of public recreational uses including
pedestrian trails, open space areas and passive park areas. The area base map shows a number of
possible pedestrian trails that might ultimately become part of a proposed Grizzly Peak Trail
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System. Proposers must address and incorporate elements of public recreation into their proposed
development.
2.9 SOIL HAZARD AREA
A recent publication of the Oregon Department of Geology and Mineral Industries (IMS-9) has
listed the surrounding area as being within Hazard Zone D, reflecting low amplification, no
li 1 gfuefunction and low landscape hazard. One area of the property, as shown on the Geology and
Earthquake map, is listed as an earthquake hazard zone with higher landslide danger. Soil types
and classifications are shown on maps included in the Appendix, however, each proposer must
determine the extent of impact the soil might have upon the proposed development.
2.10 COMPLIANCE WITH JACKSON CO LAND DEVELOPMENT ORDINANCES
Each proposer must adequately demonstrate that they have met all applicable land development
standards and ordinances established by the Jackson County Planning and Development
Department.
3.0 PROPOSAL SUBMITTALS
To be considered by the Ashland City Council, each proposal must also adequately address each of
the following elements of development:
3.1 SUSTAINABILITY
The proposal must demonstrate the sustainable use of energy and/or resources in the development
and operation of the proposed project. Examples of sustainable projects might include the
creation of energy by solar or wind generation. Other examples of acceptable sustainable projects
would be agricultural food production.
3.2 PUBLIC BENEFIT
All proposals must clearly demonstrate a public benefit to be derived from the project in the forrin,
of recreational opportunities, open space areas with public access, trail systems or other
improvements.
Specific examples of public benefit might include development of public park areas, creation of
recreation pedestrian, bicycle or equestrian trails. Proposals might include the first phase of a
regional Grizzly Peak trail or trails along the TID canal.
3.3 BUSINESS PLAN
Proposers must submit a five (5) year financial and business plan that incorporates all planned
development. The plan must clearly identify required development capital and anticipated profits
and expenses for all phases of development.
3.4 ENVIRONMENTAL STEWARDSHIP
Proposers must clearly demonstrate that the proposed project / development encompass strong
elements of environmental stewardship. The proposal must avoid uses that create air pollution
from road dust or from any manufacturing process. Uses that generate noise pollution or other
forms of pollution should be avoided. Soil erosion and stonm runoff must be strictly controlled and
r,tnt,h-wrkcteng~dent-admin'~.ENGINEEk\PR01ECI',200909-12 [mpe;atnce Ranch Pmpeny RFP 4 09.doc Page 17 of 20
down slope silt depositions must be acceptably contained on the site. Sensitive and wildlife
preserve areas must be protected and preserved.
3.5 WASTEWATER EFFLUENT USE
All proposals must address how and to what extent effluent discharge for the City's Wastewater
'T'reatment Plant may be utilized on the project. City's Wastewater Treatment Plant produces Class
IV effluent (virtually drinking water quality) which is discharged into Bear Creek via Ashland
Creek. New temperature standards have recently been introduced by DEQ which sets a maximum
temperature for wastewater discharges into the creek. During summer months this standard is
difficult to meet and some remedial action will need to be identified within the next few years.
A water trade may be an option when the wanner effluent water is replaced with cooler irrigation
water. The Imperatrice property was originally purchased to land-apply this effluent. While this
option was not viable in 1999, the treatment plant has since been upgraded to treat to an even
higher class and may now be a possibility. The total summertime effluent discharge is
approximately 2 million gallons per day.
3.+6 WATER RIGHTS
The property has a current TID water right of 475 acre-feet per irrigation season. Proposals shall
provide a specific plan for the use of this right. In the event that the City elects to land apply its
wastewater effluent, the TID water may be left in-stream to replace the same amount of effluent
applied to the property.
3.7 ADHERANCE TO JACKSON CO LAND DEVELOPMENT ORDINANCES
Proposers must provide a detailed written plan demonstrating compliance with Jackson County
Land Development ordinances. The plan must site specific applicable land development codes and
ordinances and must fully outline the application process and time lines for application approvals.
Proposers must also outline any required applications and permits that must be acquired.
4.4 LEASE AGREEMENT
4.1 LEASE TERMS
The successful proposer will be expected to enter into a written lease agreement in the form
attached to this RFP. The document will specify the number of years that the lease will be in
affect, which may vary dependent upon the nature of the proposed use and may contain provisions
for lease renewals.
4.2 INDEMNIFICATION
The document will further indemnify the City of Ashland from any and all actions of the proposer,
on lands owned by the City.
4.3 INSURANCE
The lease will further require that the proposer provide general liability insurance coverage to the
limits as specified in the lease agreement. The City of Ashland, its elected officials, officers and
employees shall be listed as additional insured on the insurance policy.
G,\oub-wrks',njZ'Aept-admiit\ENGINEER`,PROJECr\-1009109-12 Impcratrice Ranch Propetty RFP 4 09,doc Page 18 of 20
4.4 TID ANNUAL CHARGE
Proposed shall be responsible for payment of the Talent Irrigation District annual charge for
irrigation on the property. The current annual TID fees are approximately $9,000.
4.5 QDF FIRE PROTECTION FEES
Proposer shall also pay the annual fee assessed by the Oregon Department of Forestry for fire
protection service. The previous years cost for these services was $1060.81.
4.6 PROPERTY TAXES
Proposer shall also be required to pay the annual property taxes as assessed by Jackson County.
The previous years taxes, based upon a EFU zoning were $854.51.
G'wub-wrks',eng\dept-adrnin,,ENGINEERTROJEC11203 kO9-12 tmperatnee Ranch Property RFP 4 09.doc Page 19 of 20
A ppendix
G:',pub-wrks':eng!dept-admin,ENGINEER'\PROJECT,20091.09-12 Impentrice Ranch Property RA'F' 4 09.doc Page 20 of 20
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Feb 15, 2017
Description
Single Unit Transitional House
16x16x4 concrete pads for 8 $55.92
2x4x10 $110.00
2x4x8 $195.00
4'x 8' Smartside engineered panels $325.00
4x4 cedar post porch for 2 $13.74
4x4x8 pressure treated runners $37.20
4x6x8 loft beam for 2 $37.36
5/81lx4'x8' type X sheetrock required firewall $35.48
5/8x4'x8' plywood entire interior $412.94
Closet Pack 4' allowance $40.00
Door Metal 36 " outswing $110.00
Insulation ceiling, floor & walls $146.77
Metal Roof includes Ridge Cap to join 2 units $125.00
Miscellaneous $100.00
OSB Roof and floor $75.00
Window 18" x 18" for 1 $155.00
Windows Tx 3' for 2 $210.00
Material Total $2,184.41
Shop Base Cost $800.00
Shop Employee Cost $500.00
Hardware Allowance $100.00
4'x 8' Redwood Porch $220.00
Total Bid $3,804.41
Note: Paint and floor covering not included
Interior window and door trim not included
Note: Volunteer help will
reduce the shop emloyee cost
Bid Includes
6 ft. Loft with steps
Closet rod & shelf open front
Insulation ceiling, floor & walls
Metal Roof with Ridge Cap Joint
Cedar post & redwood porch
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Public Comment RB168-16 MORRISON 1:
Proponent : Andrew Morrison, representing Tiny House Enterprises, LLC (Andrew@TinyHouseBuild.com); Martin
Hammer, representing Martin Hammer, architect (mfhammer@pacbell.net); Chris Keefe, representing
OrganicForms Design (chris@organicformsdesign.com); Brandon Marshall, representing FOG Studio
(brandon@fogprojects.com); Gabriella Morrison, representing Tiny House Enterprises, LLC
(Gabriella@TinyHouseBuild.com); James Herndon, representing self (jamesmherndon@gmail.com); Tiffany
Redding, representing FOG Studio (tiffany@fogprojects.com); Nabil Taha, representing Precision Structural
Engineering, Inc. (bill@structurel.com) requests Approve as Modified by this Public Comment.
Replace Proposal as Follows:
2015 International Residential Code
APPENDIX V TINY HOUSES
CHAPTER PART AV101- GENERAL
AV101.1 Scope. This appendix shall be applicable to tiny houses used as single dwelling units. Tiny houses shall comply
with this code except. as otherwise stated in this appendix.
CHAPTER PART AV102- DEFINITIONS
AV102.1 General. The following words and terms shall, for the purposes of this appendix, have the meanings shown herein.
Refer to Chapter 2 of this code for general definitions.
EGRESS ROOF ACCESS WINDOW. A skylight or roof window designed and installed to satisfy the emergency escape and
rescue opening requirements in Section R310.2.
LANDING PLATFORM. A landing provided as the top step of a stairway accessing a loft.
LOFT A floor level located more than 30 inches (762 mm) above the main floor and open to it on at least one side with a
ceiling height of less than 6 feet 8 inches (2032 mm). used as a living or sleeping space.
TINY HOUSE. A dwelling that is 400 square feet (37 m?) or less in floor area excluding lofts.
CHAPTER PART AV103- CEILING HEIGHT
AV103.1 Minimum ceiling height. Habitable space and hallways in tiny houses shall have a ceiling height of not less than
6 feet 8 inches (2032 mm). Bathrooms, toilet rooms, and kitchens shall have a ceiling height of not less than 6 feet 4 inches
(1930 mm) Obstructions shall not extend below these minimum ceiling heights including beams, girders, ducts, lighting
and other obstructions.
Exception: Ceiling heights in lofts are permitted to be less than 6 feet 8 inches (2032 mm).
CHAPTER PART AV104- LOFTS
AV104.1 Minimum loft area and dimensions. Lofts used as a sleeping or living space shall meet the minimum area and
dimension requirements of Sections AV104.1.1 through AV104.1.3.
AV104.1.1 Minimum area. Lofts shall have a floor area of not less than 35 square feet (3.25 m2).
AV104.1.2 Minimum dimensions. Lofts shall be not less than 5 feet (1524 mm) in any horizontal dimension.
AV104.1.3 Height effect on loft area. Portions of a loft with a sloping ceiling measuring less than 3 feet (914 mm from the
finished floor to the finished ceiling shall not be considered as contributing to the minimum required area for the loft.
Exception: Under gable roofs with a minimum slope of 6:12, portions of a loft with a sloping ceiling measuring less than 16
inches (406 mm) from the finished floor to the finished ceiling shall not be considered as contributing to the minimum required
area for the loft.
AV104.2 Loft access. The access to and prima[ egress from lofts shall be any type described in Sections AV104.2.1
through AV104.2.4.
AV104.2.1 Stairways. Stairways accessing lofts shall comply with this code or with Sections AV104.2.1.1 through
AV 104.2.1.5.
AV104.2.1.1 Width. Stairways accessing a loft shall not be less than 17 inches (432 mm) in clear width at or above the
handrail. The minimum width below the handrail shall be not less than 20 inches (508 mm).
AV104.2.1.2 Headroom. The headroom in stairways accessing a loft shall be not less than 6 feet 2 inches (1880 mm), as
measured vertically, from a sloped line connecting the tread or landing platform nosinas in the middle of their width.
AV104.2.1.3 Treads and risers. Risers for stairs accessing a loft shall be not less than 7 inches (178 mm) and not more
than 12 inches (305 mm in height. Tread depth and riser height shall be calculated in accordance with one of the following
formulas:
1. The tread depth shall be 20 inches (508 mm) minus 4/3 of the riser height, or
2. The riser height shall be 15 inches (381 mm) minus 3/4 of the tread depth.
AV104.2.1.4 Landing platforms. The top tread and riser of stairways accessing lofts shall be constructed as a landing
platform where the loft ceiling height is less than 6 feet 2 inches (1880 mm) where the stairway meets the loft. The landing
platform shall be 18 inches to 22 inches (457 to 559 mm in depth measured from the nosing of the landing platform to the
edge of the loft, and 16 to 18 inches (406 to 457 mm in height measured from the landing platform to the loft floor.
AV104.2.1.5 Handrails. Handrails shall comply with Section R311.7.8.
AV104.2.1.6 Stairway guards. Guards at open sides of stairways shall comply with Section R312.1.
AV104.2.2 Ladders. Ladders accessing lofts shall comply with Sections AV104.2.1 and AV104.2.2.
AV104.2.2.1 Size and capacity. Ladders accessing lofts shall have a rung width of not less than 12 inches (305
mm) and 10 inches (254 mm) to 14 inches (356 mm) spacing between rungs. Ladders shall be capable of supporting a 200
pound 75 kg) load on any rung Rung spacing shall be uniform within 3/8-inch (9.5 mm).
AV104.2.2.2 Incline. Ladders shall be installed at 70 to 80 degrees from horizontal.
AV104.2.3 Alternating tread devices. Alternating tread devices accessing lofts shall comply with Sections R311.7.11.1
and R311.7.11.2. The clear width at and below the handrails shall be not less than 20 inches (508 mm),
AV104.2.4 Ships ladders Ships ladders accessing lofts shall comply with Sections R311.7.12.1 and R311.7.12.2. The
clear width at and below handrails shall be not less than 20 inches (508 mm).
AV104.2.5 Loft Guards. Loft auards shall be located along the open side of lofts. Loft guards shall not be less than
36 inches (914 mm) in height or one-half of the clear height to the ceiling, whichever is less.
CHAPTER PART AV1J5- EMERGENCY ESCAPE AND RESCUE OPENING,
AV105.1 General. Tiny houses shall meet the requirements of Section R310 for emergency escape and rescue openings.
Exception: Egress roof access windows in lofts used as sleeping rooms shall be deemed to meet thre requirements of
Section R310 where installed such that the bottom of the opening is not more than 44 inches (1118 mm) above the
loft floor, provided the earess roof access window complies with the minimum opening area requirements of Section
R310.2.1.
Commenter's Reason: During the Committee Action Hearings in Kentucky, iRC Committee members explained their disapproval of R8168-16, but
also their support for addressing the issue of small houses. In the published reasons the Committee stated "The issue of small houses and apartments
is important," and that "The IRC needs to address them in some fashion." They encouraged further development of the proposal, stating "There needs
to be a more comprehensive approach", and that "The concept of smaller houses may be more suited for an appendix."
This Public Comment follows the Committee's advice by replacing the original piecemeal proposal w ith a proposed appendix that takes a "more
comprehensive approach". It also reduces the 500 square foot threshold for "small houses" in the original proposal to the w idely accepted threshold
of 400 square feet for "tiny houses". At that smaller size there is increased difficulty in meeting certain dimensional requirements of the IRC; however,
through years of practice by tiny house advocates and years of extensive use of comparably sized "recreational park vehicles" governed by ANSI
A119.5, safe alternative dimensions and other requirements have been established that are included in the proposed appendix.
In the published reasons the Committee finally noted that "Small houses are a grow ing concern, [and] the demand for them is increasing." The reasons
for that grow ing demand are both environmental and financial in nature. Below are statistics illustrating problematic housing trends, the environmental
impacts of construction, the cost of home ow nership, and how tiny houses can be a part of the solution. That is follow ed by specific reasons for the
code language in the proposed appendix.
The average home size in the U.S. increased 61% since 1973 to over 2600 square feet. In that time period the average household size
decreased, leading to a 91% increase in home square footage per inhabitant (1000 SF per person) (source: US Census Bureau).
The average house in the U.S. uses approximately 17,300 board feet of lumber and 16,000 square feet of other wood products. A 200
square foot tiny house uses only 1,400 board feet of lumber and 1,275 square feet of additional w ood products. The lifetime conditioning
costs can be as low as 7% of a conventionally sized home.
United States Green Building Council (USGBC), the California Energy Commission (CEC), and other entities are working hard to increase
energy efficiency in the construction industry. This is a great start, however a reduction in home size is the easiest way to lower energy
consumption.
National home ownership fell to 63.7% in 2015, the lowest level in tw o decades. Increased housing cost is cited as the .ruin reason for low
ownership rate. (source: Joint Center for Housing Studies (JCHS) at Harvard University)
The average home in the United States costs approximately $358,000 to build, an increase of roughly $200,000 since 1998, whereas the
average annual income in the United States has remained unchanged for the last several years, lingering near $52,000. (source: US Census
Bureau)
The average American spends roughly 27% of their annual income on housing (nearly 11 hours of every 40-hour work week). 48% of
households making less than $30,000 annually pay more than half of their income on housing, leaving these households less than $15,000 a
year to purchase food, health care, education, clothing, and anything else. (source: JCHS)
The cost of new construction for a 200 square foot tiny house can be as low as $35,000. A typical dow n payment on an average-sized
house is $72,000, more than tw ice the full cost of a tiny house.
Cities benefit from tiny house ordinances. With significant need for affordable housing, cities are hard-pressed to find solutions that quickly
expand their low -income housing stock without burdening an already burdened system. Tiny houses can be quickly installed in municipalities
and set up at little or no cost to the cities.
Although not adcressed in the proposed code language of this public comment, it is important to recognize the need for codes pertaining
specifically to movable tiny houses. For some people, homeow nership is heavily impacted by the cost of land and even the construction of a
fixed tiny house becomes unattainable. For those individuals, the presence of movable tiny houses in the building code may create their only
path to home ownership. The flexibility of a movable tiny house allows individuals to locate their homes in areas of community living or on
ancillary home sites, w ithout the burdensome cost of a single-family lot. It also allow s them to take their home w ith them should they need to
relocate, thus eliminating many typical costs of moving.
Tiny houses can play an important role in minimizing the environmental impacts of housing while providing safe and healthy homes at affordable
prices. Pride of ownership improves neighborhoods and community morale. Tiny houses enable more people to become homeow ners and contribute
to their communities.
REASONS FOR DEFINITIONS:
EGRESS ROOF ACCESS WINDOW. Most manufacturers use this term for their skylights and roof w indow s that are designed to satisfy the
dimensional requirements of emergency escape and rescue openings in U.S. building codes.
LANDING PLATFORM : Landing platforms have been demonstrated in practice to allow for the safe transition between stairways and lofts. (See
photos)
LOFT. This definition is a modified version of the definition of loft area in Section 1-3 of ANSI A119.5 Recreational Park Trailer Standard.
TINY HOUSE This definition is based on thew idely accepted maximum square footage for tiny houses in the construction industry.
REASONS PER SECTION:
AV103. CEILING HEIGHT: The minimum ceiling height for non-lott habitable spaces in this proposed appendix is 6 feet s inches. T hough iaw er than
the 7 foot minimum for habitable spaces in the IRC, it is higher than the minimum of 6 feet 6 inches in Section 5-3.5.4 of ANSI A119.5 Recreational Park
Trailer Standard, that has proven to provide safe and adequate head room during the extended occupancy of recreational park trailers.
AV104 LOFT: Tiny houses have considerably smaller footprints and building height than conventional houses. As such, lofts are essential to
maximize the use of space in tiny houses and make them viable shelter for many individuals and families.
It is common knowledge to many building inspectors that spaces labeled "non-habitable storage" in dwellings of all sizes are sometimes used for
sleeping or other habitable purposes once the final inspection is complete. Rather than being unable to enforce a falsely stated use, building
departments could regulate the health and safety of those spaces for their intended use with tl;e proposed appendix, ensuring health and safety vv iu;
minimum loft dimensions, requirements for access and egress, and proper emergency escape and rescue openings.
MINIMUM AREA and MINIMUM DIMENSIONS: Lofts in tiny houses are small by necessity; however, minimum dimensions are required for lofts used
as a living or sleeping space, so as to not impose a risk to occupant health and safety.
HEIGHT EFFECT ON LOFT AREA: For most roof designs in tiny houses, a minimum ceiling height of 3 feet has proven adequate in sleeping lofts for
consideration of their required floor area. For gable roofs w ith moderate to high slopes, the slope has an aggressive impact on the loss of ceiling
height but makes up for it w ith higher areas under the ridge. Thus lofts under gable roofs w ith a minimum 6:12 slope have a lesser minimum ceiling
height w hen calculating their required floor area.
STAIRWAY WIDTH: These dimensional requirements are identical to those in Section 5-10.4.1.1 of ASNI A119.5. This provision is considered and
proven safe for extended occupancy of recreational park trailers.
STAIRWAY HEADROOM: Because tiny houses are limited in square footage and height, IRC compliant head heights for stairs serving lofts are often
not achievable. Therefore the stair headroom requirement has been reasonably reduced to 6 feet 2 inches.
STAIRWAY TREAD/RISER: This is identical to the requirements for treads/risers in Section 5-10.4.1.1 of ANSI A119.5. This provision is considered
and proven safe for extended occupancy of recreational park trailers.
LANDING PLATFORMS: Landing platforms have been demonstrated in practice to allow for the safe transition between stairways and lofts. The
required range of dimensions allow for a simple transition between standing and kneeling when entering or exiting the loft. (See photos)
LADDERS: This is identical to the requirements for ladders in Section 5-10.5 of ANSI A119.5. This provision is considered and proven safe for
extended occupancy of recreational park trailers.
ALTERNATING TREAD DEVICES: Alternating tread devices as described in the IRC, are allowed to provide access to and egress from lofts.
SHIPS LADDERS: Ships ladders as described in the IRC, are allow ed to provide access to and egress from lofts.
LOFT GUARDS: The height requirement for loft guards is identical to that for guardrails in Section 5-10.7 of ANSI A119.5.
AV105 EMERGENCY ESCAPE AND RESCUE: Due to the considerably smaller footprints of tiny houses, ceiling heights in sleeping lofts therein are
often necessarily low er than minimum ceiling heights required by the IRC for sleeping rooms in larger houses. Egress roof access w indow s (w hich
are specifically designed to meet the dimensional requirements of emergency escape and rescue openings) can be installed with their openings
w ithin 44 inches of the loft floor, thus meeting the requirements of Section R310 w hen w all mounted w indow s meeting these requirements are not
possible.
Bibliography: ANSI A119.5 Recreational Park Trailer Standard 2009 Edition
HOPE VILLAGE MANUAL- DRAFT
Revised: October 10, 2016
-An explanation of definitions, policies and procedures of Hope Village-
This document is meant to be a living document that will change over time to reflect valuable lessons learned and best
practices. Amendments to this document may be made by a majority vote of the Village Assembly and approved by a
majority vote of the Hope Village Steering Committee.
TABLE OF CONTENTS: PAGE #
Agreements 2
Membership 2
Governance Chart 3
Governance Roles 4
Safety Plan 5
Security Plan 6
Intervention Response Plan 7
Policies:
Animal Policy 8
Abandonment Policy 9
Alcohol & Drug Policy 9
Cleaning Policy 1.0
Couples Policy 10
Food Storage Policy 10
Medical & Family Leave Policy I I
Panhandling Policy II
Probationary Villager Status Policy I I
Smoking Policy II
Waitlist Volunteer Policy I I
Hope Village Application Addendum A
Flo e Village Community Agreement Addendum B
DRAFT VERSION 2016-10-10 Page I of I I
AGREEMENTS
There are two sets of agreements that the Village must follow at all times:
Community Agreement: The internal agreements that list acceptable behavior for residents
within the Village.
Operational Agreement: The formal agreement between Rogue Retreat and the City of Medford that
regulates what the Village can and cannot do on City owned property.
MEMBERSHIP
Villager: An individual or couple who currently resides in a housing unit at the Village.
Probationary Villager: A new resident undergoing a four (4) -week trial period, to assure they can follow the
Community Agreements before being accepted as a full Villager.
Village Council Member: 3-5 residents elected from the whole Village Assembly to have additional
responsibility and authority in the Village. A more detailed description of this role can be found in the Village
Governance section below.
Village Assembly: The self-governing body of the Village comprised of all Village Residents. A more detailed
description of this role can be found in the Village Governance section below.
Village Volunteer: A non-resident, potential resident or past resident who is trained to assist in the operation
and maintenance of the Village. They must be familiar with the Community Agreement and have filled out the
Volunteer Registration Form and Volunteer Release Form.
Hope Village Steering Committee: A committee that meets at least monthly, made up of the Jackson. County
Homeless Task Force sub-committee Highly Affordable Housing Alternatives (HAHA) members (St. Vincent
De Paul and other local non-profit agency representatives and concerned citizens), homeless individuals, and
Board and Staff Members of Rogue Retreat (the Governing Non-Profit). This committee is responsible for
development and oversight of the Village, review of the Village Council's adherence of the Operational
Agreement, suggested revisions to the Community Agreement, and selection of Village residents to recommend
to the Village Assembly.
Board of Directors: Elected or appointed individuals who oversee the activities of the non-profit organization,
Rogue Retreat. Rogue Retreat does not and shall not discriminate on the basis of race, color, religion (creed),
gender, gender expression, age (over the age of 17), national origin (ancestry), disability (as permitted within
physical limits of current facilities), marital status, sexual orientation, military status, or any other characteristic
protected under applicable federal or state law, in any of its activities or operations. These activities include, but
are not limited to, hiring and firing of staff, selection of volunteers and vendors, selection of Village residents,
and provision of services. We are committed to providing an inclusive and welcoming environment for all
Village residents and members of our staff.. clients, volunteers, subcontractors, and vendors.
DRAFT VERSION 2016-10-10 Page 2 of 11
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DRAFT VERSION 2016-10-10 Pate 3 of I I
GOVERNANCE ROLES
Self-governance is a core value of Hope Village. This means that the success of the Village rests on the
participation of those who live here. Hope Village is a community that is behavior based rather than heavily rule
based. We strive to create a community that is built on mutual respect and mutual aid. There are three governing
groups for making decisions related to the management of the Village. They are:
1) Village Assembly (All Residents meet weekly)
Every week a Village meeting will be held. Attendance is mandatory for all residents. Issues related to the
organization of the Village will be discussed and voted on at this time. Specific roles will be identified and
staffed in order to maintain a safe and sanitary environment. The following applies to the mandatory meeting:
• Advanced notice with documentation must be provided to the Village Council for excused absences
(i.e. work, school, medical), which must be approved by Village Council in advance.
• Villagers with excused absences may vote on any policy issues prior to the meeting through absentee
ballot.
• A quorum is established when over 51% of residents are present.
• Any decisions made at the Village Meeting must comply with the existing Community Agreement,
Village Manual, and Operational Agreement.
• Amendments to the Community Agreement and Village Manual may be proposed at the meeting and
require 2/3 majority vote to pass.
• Amendments to the Community Agreement and Village Manual must be reviewed and approved by
the Hope Village Steering Committee before taking effect.
• Expulsion from the Village may be appealed at the weekly meeting, and is decided upon by a majority
vote of the Village residents.
• Informal meetings can be scheduled on other nights, but will not be mandatory.
2) Village Council (Meets 2x week)
Elections are held during Village Meetings to maintain a Village Council of 3-5 residents. To become a Council
member, a resident must be nominated by another resident. A majority vote of the Villagers present then
decides which nominees are elected. The elected term is three months. Council members may serve consecutive
terms. Elections are to be staggered so that the entire Council does not change at once.
The role of the Village Council is to uphold orderly management of the Village. The Council is not meant to
have greater power than any other Village member. Villagers elected to the council are simply given the task of
responding to incidents when a Community Agreement is broken, and enacting the appropriate level of
intervention as specified in this manual. A primary responsibility of the Council is to act between meetings
when urgent situations arise.
For the issues addressed within this manual, it is the responsibility of the Council to ensure that the appropriate
level of intervention is being enforced. A Council member may be removed from their position for violating this
duty through a majority vote at a Village Meeting. When an incident occurs that is not described in this manual,
it is up to the Village Council to determine the appropriate level of intervention.
All Council decisions are potentially subject to review at the Village Assembly weekly meeting. In this way,
service on the Council is much like any other form of contribution to the operation and maintenance of the
Village fulfills the mandatory number of volunteer hours per week.
When a rule break occurs, any Villager may write an Incident Report. The Village Council is then responsible
for verifying that the level of intervention is appropriate and notifying the alleged offender. From there, the
alleged offender has three options:
DRAFT VERSION 2016-10-10 Page 4 of 11
1) Accept the Incident Report with the proposed level of intervention,
2) Appeal the Incident Report at the next Village Council meeting, in which case the level of
intervention requires the vote of a majority of Council members,
3) If the alleged offender feels that the action is unjust they may appeal at the Village Assembly weekly
meeting.
For incidents resulting in suspension or expulsion, the offender may be given a chance to appeal before taking
their leave unless the Village Council considers the behavior to be a threat to the Village.
The Village Council is to hold at least two (2) regular meetings per week. During this time Council members:
• Set agenda for next weekly Village Meeting (any Villager can propose items)
• Review Incident Reports and listen to appeals
• Review Front Desk Log and make sure everyone is completing their volunteer shifts
• Deal with other issues relevant to maintaining orderly operation of the Village
Impromptu Village Council meetings may also be necessary to address urgent situations. Quorum to hold a
Village Council meeting is to have at least 51% of members present, with an attempt to notify all Council
Members. Members of the Hope Village Steering Committee may also attend these meetings in an advisory
capacity, but may not vote.
3) Hope Village Steering Committee (Meets lx month)
The main governing role of the Steering Committee is to provide oversight. The purpose of this is to ensure that
the Community Agreement and Village Manual are being upheld. In cases where the Village is not in
compliance, and the Village Council has not taken action, the Steering Committee may step in to take action at
its discretion.
The Steering Committee is also responsible for ensuring that financial, legal, administrative, safety, and
sanitation matters are being properly managed. Interface between the Village and the steering committee will
occur through the following:
Villager Committee Member:
There will be a Village Council liaison represented at the Steering Committee monthly meeting with
voting rights.
SAFETY PLAN
1) Safety Committee
A Safety Committee shall be formed consisting of at least one steering committee member, the Rogue Retreat
Facilities Director or staff, one member of the Village council and one other resident. Duties of this committee
shall include the following:
• Oversight of fire drills and Food Storage Policy
• Quarterly safety inspection with attention to trip, slip, and fall hazards
• Quarterly testing of all smoke and C02 detectors
• Quarterly testing of all extension cords and power strips with an approved circuit tester
• Maintenance of systems and equipment installed to prevent or control fires
• Maintenance and control of fuel hazard sources
In addition, resident members of the Committee shall be prepared to:
• Assist others and provide medical aid in an emergency.
DRAFT VERSION 2016-10-10 Page 5 of l l
• Take a head count after an evacuation. Identify the names and last known locations of anyone
not accounted for and provide them to the Fire Official in charge.
2) Fire Safety
Residents shall report a fire or other emergency to 9-1-1 through the use of a personal cell phone. All residents
also have access to a phone at the Gate House in emergency situations. Residents will be notified of a fire or
other emergency by word of mouth, and if necessary will relocate and evacuate based upon the designated
evacuation route (see Fire Safety and Evacuation Vap posted at the Gate House). All new residents are to be
informed on this during the orientation process.
Village residents will participate in at least one fire drill per year, using the following procedure:
• Appoint someone to monitor the drill, activate and reset the fire alarm, and time the evacuation.
• Fire drills shall be conducted at varying times and under varying conditions to simulate
conditions that could occur during a fire or other emergency. Make it realistic by requiring
participants to use their second way out or to crawl low. This can be done by having someone hold
up a sign reading "smoke" or "exit blocked by fire"
• After the evacuation, take a head count at the designated meeting place(s) to account for
everyone's participation and safe evacuation.
• After the drill, meet to discuss questions or problems that occurred.
• Redesign the drill procedures as needed.
The fire drills will be documented and recorded in the Village Operations Records with the following details:
• Name of person conducting the drill. • Special conditions simulated.
• Date and time of the drill. • Problems encountered.
• Notification method used. • Weather conditions during the drill.
• Staff members participating. • Time required completing the
• Number of occupants evacuated. evacuation.
The following fire prevention and fire fighting measures will be taken:
• No recreational fires will be permitted within the Village.
• No open flames or smoking will be permitted within the housing units.
• ABC fire extinguishers will be accessible throughout the Village
• Smoke detectors and fire extinguishers will be installed in common buildings and dwellings and
will be inspected to insure they are functional and replaced if they are not functional.
• A map of the Village will be maintained and provided to the Jackson County Fire District.
• A minimum 10-foot setback and right-of-way will be maintained between structures on the
Village site.
SECURITY PLAN
1) The Gate House
The Gate House is the only gateway in and out of the Village and shall remain secure. Staffing the gate house is
one of the most important duties at Hope Village. This will be a mandatory service of all residents on rotating
shifts. Only residents, Steering Committee Members, Rogue Retreat Staff, approved Village Volunteers and
Medford Police/Fire may enter the Village unaccompanied. All other visitors or guests must be accompanied by
a Villager at all times.
The gate house is to be staffed by at least two trained individuals during open hours (8am-IOpm). At least one
person must be a Villager. The second may be a Villager or a Village Volunteer. Their primary role is to be the
"eyes and ears" of the Village during their shift. Staffing the Gate House involves the following duties:
DRAFT VERSION 2016-10-10 Page 6 of 11
• Register visitors and locate a resident to accompany the visitor
• Check the list of banned visitors and screen guests
• Document any disruption to normal operations in the Front Desk Log
• Inner perimeter checks
• Collect Incident Reports for the Village Council to review
The gate will be locked between 10 pm - 8 am. During this time, one Villager is to spend the night in the Gate
House in case assistance is needed at the gate. In the case of an incident, the Villager on duty should alert the
Village Council.
2) Stages of Response
There are three (3) stages of response for maintaining a secure and orderly environment within the Village.
Stage 1 is the least severe and most common type of response. Stage 3 is the most severe and least common
type of response.
Stage 1: Village Council
Village Council members are responsible for maintaining order when urgent situations arise and
implementing the appropriate level of intervention.
Stage 2: Intermediary Security Agency
When Village Council members are unable to gain the cooperation of a disruptive resident, they are to
contact the intermediary security agency. A contract enables the security agency to act on behalf of the
Village in order to gain control of the situation. The phone number for the security agency is listed in the
Gate House.
Stage 3: Medford Police Department
The Medford Police Department (MPD) is welcome to patrol the Village unaccompanied as they would
any other neighborhood in Medford. In cases where the law is being broken and residents or the security
agency are unable to gain cooperation of the offender, the police department will be contacted. The
previous two Stages of Response are to be tried first if appropriate. Contact the Medford Police
Department when a person to person crime is committed or is in progress, or upon a victim's request.
Villager Councilors may resolve lower level crimes such as petty theft and minor criminal mischief
according to the Intervention Action Plan if the victim does not wish to press charges.
INTERVENTION & RESPONSE PLAN
1) Discussion
When a complaint that is not technically a rule break, is cause for concern for members of the Village, the
Council will meet with said Villager and discuss a plan of action to curtail the behavior. We believe that early
intervention will help prevent further and more severe action.
2) Mediation
In cases of an Incident Report filed by one Villager against another when the complaint is not a clear rule break,
a Village Councilor shall act as a third party mediator to meet with the complainant and the alleged offender to
discuss the issue and reach a resolution that is agreeable to both parties. If no resolution is found it may be
brought up at the full Village Assembly Meeting for review. If a vote is taken, the decision of the Village
Assembly is the final word on the matter.
3) Levels of Intervention
Minor rule violations (i.e. missed host shift, Village Assembly meeting, etc.) result in 4 levels of intervention:
0 Level I - Verbal Warning
DRAFT VERSION 2016-10-10 Page 7 of I I
• Level 2 - Written Warning
• Level 3 - 48-hour expulsion from the Village
• Level 4 - Permanent expulsion from the Village
4) Violations
Minor rule violations will be tracked for a three (3)-month rolling period in each Villagers file in the Gate
House and maintained by the Village Council.
For example: If you missed a shift on the I st of January you would receive a verbal warning. If you missed
another shift within three months you would receive a written warning. If you again missed a shift within 3
months of the first violation you would then be on a 48-hour expulsion. If you missed another shift before three
months from the first violation you would be permanently expelled. However, if your 4th missed shift was 4
months after the first violation, the first violation would "drop off" your record and it would be treated as a
Level 3 again. If you had missed no shifts for 3 months the violation would be treated as a Level I violation
again.
Severe rule violations may require action at a heightened level of intervention even though the rule violation
may be a first offense. The Village Council will deal with these rule violations on a case-by-case basis unless
defined in this manual.
All intervention actions require the agreement of a majority of Village Council members.
Expulsion:
In cases of expulsion from the Village, where the Villager is not an imminent threat to others, the Villager to be
expelled will be given a reasonable amount of time to make arrangements for their safety. No resident who is
not an imminent threat to others will be expelled after 8 pm. Villagers may appeal their expulsion from the
Village at a weekly Village Assembly meeting, which may include actions for addressing the problematic
behavior that caused their expulsion. A majority vote will either uphold or revise the expulsion.
POLICIES
ANIMAL POLICY:
Service Animals and pets are honored as an important part of residents' lives. The limited capacity of the
Village to support only a small number of such animals is also honored. Consequently, the following Pet
Policies have been adopted:
SERVICE ANIMALS
• Service animals are welcome at Hope Village. A doctor's prescription for a service animal must
be shown in advance of bringing the animal on Hope Village grounds. If someone with a service
animal does not have a prescription, they may seek assistance from their case manager in locating a
doctor to assess the need and prescribe a service animal.
• A service animal does not count in the "quota" of pets allowed to live at Hope Village. Service
Animals must follow the same rules as other pets. However, if someone has a service animal but
cannot obtain a prescription, that animal will be considered a pet and must be counted in the quota
on a first come first served basis as outlined below.
PETS
• Dogs are permitted as pets at Hope Village. There will be a maximum of five (5) dogs at the
village at any one time. Space for dogs is on a first come, first served basis.
• All pets must be tagged with ID as required by local regulations.
• No new pets may be acquired AFTER acceptance into Hope Village.
• All dogs must be spayed and neutered prior to moving on site. Applicants may seek help from
their case manager in finding funds/veterinarian for such procedures.
DRAFT VERS10-IN2016-10-10 Page 8 of l 1
• All dogs must be on leash at all times. If, at any time, the Village Council finds that a pet either
poses a nuisance or danger to others or is not properly cared for, the pet must leave the village at the
instruction of the Village Council.
If the resident is off site, all dogs must be properly secured in the pet enclosure area under the
supervision of another Villager.
The owner must pick up all solid waste for their pet, keep their pet from annoying other residents
either through trespass, barking or any other means. Failure to do so can result in the Village
Council asking that the pet be removed from the premises immediately. Failure to remove the
nuisance pet may be considered non-compliance and an incident report will be reviewed at the next
Village Assembly meeting and appropriate action will be taken.
ABANDONMENT POLICY:
Village residents who have been continuously absent from the Village and have not remained in contact for a
period of seven (7) days have abandoned their dwelling and are no longer a Villager. Their possessions will
removed from their previous dwelling immediately upon the dwelling being declared abandoned. Items will be
marked with owners name and date of disposal. Owners then have a period of 8 days after their possessions
have been removed to retrieve their possessions, after which time those items would be disposed of at Village
discretion.
A structure will also be considered abandoned if a resident is spending less than 5 out of 7 nights at the Village.
Exceptions will be made for residents who are unable to contact the Village due to extenuating circumstances
such as; jail, hospital, etc. Abandonment will not be considered for those Villagers who wish to spend time
away from the Village for personal reasons provided they inform a Council member and make arrangements to
cover their host hours when possible. In the case of emergencies exceptions will be made to for those unable to
make arrangements to cover their host hours.
Process for documentation and storage of abandoned possessions:
When a unit has been declared abandoned at least two (2) members of the Village Council will remove items
from the abandoned unit. They will document what items are present and place them in an available storage
container or bag that is clearly labeled with the name of the former Villager and the date of the abandonment.
These items will then be stored in the storage loft of the gate house or Rogue Retreat storage unit until such
time as the owner retrieves them or they are over the 30-day limit. Once items have reached the 30-day limit the
Village Council will determine the proper disposal of said items during the next council meeting.
ALCOHOL & DRUG POLICY:
• Possession of alcohol: 48 hour expulsion (enrollment in an AA program or random breathalyzer
testing may also be required if Village Council or Board deems necessary).
• Possession of marijuana or marijuana paraphernalia (including pipes made from other items:
cans, vegetables, bottles, etc.): 48 hour expulsion.
• Other illegal drugs or drug paraphernalia, including needles (if no proscription for insulin or
other IV medications), pipes (used for anything other then tobacco), and spoons that have been used
for "cooking" drugs: permanent expulsion.
• Any other items suspected to have been used for drug related purposes will be dealt with on a
case-by-case basis by the Village Council.
DRAFT VERSION 2416-10-10 Page 9 of 11
CLEANING POLICY
All Villagers are required to sign up to share in the duty of cleaning the Village bathrooms, kitchen, shower and
laundry area. A sign up sheet will be available at the weekly Village Assembly meeting and the gate house.
1. First refusal to sign up or to adequately complete this requirement will result in a verbal warning and
Villager will be required to sign up for two (2) spots the following month.
2. Failure to sign up for the two (2) days in the following month or adequately complete the cleaning
duty will result in a written warning for the first violation and a 48 hour expulsion for the second
violation. The Villager will again be required to sign up for an additional two (2) days on the following
month.
3. Failure to sign up or adequately complete the cleaning duty would then result in a permanent
expulsion.
COUPLES POLICY:
Couples must agree to abide by the following intervention policy if they have a fallout which results in one
person moving out of a couple's unit. This must be filled out during the application process.
Application wording:
"We, the couple, in the event of a fallout resulting in an inability to live together and causing one person to
move out of shared housing, will agree to the village policy that will move out of
the couple's unit into another unit. ff no unit is available they will move out of the Village until another unit
becomes vacant, at which time they will be placed at the top of the waiting list for the next opening".
If after being accepted into the Village and issued a dwelling unit a Village Member becomes a couple and
wishes to add the other person to their unit the original Village resident would have first option to stay in the
unit in the event of a fallout.
FOOD STORAGE POLICY
Fair sharing of resources is critical to the well-being of the Village. hoarding or inequitable division of
resources is unhealthy. Additionally, the Village is vulnerable to food stealth by dogs, cats, rodents and other
animals. Rodents themselves provide a health hazard and we must discourage their presence by not having food
available to attract them. Consequently, the following Food Storage Policies have been adopted:
• All community food that enters the Village as a donation must be stored in the community
food pantry in an appropriate sealed container. No donated food may be taken to an individual
residence. All community food must be eaten in community areas. This is not only for sanitation
purposes but also to promote the social health of the Village.
• Non-perishable food purchased by the residents with their own resources may be stored in
rodent and insect resistant containers in their residence.
• A limited amount of perishable food may be stored in the community refrigerator if it is
labeled with a name and date. Items in the refrigerator without a label immediately belong to
"everyone." No perishable food may be stored in an individual residence.
• All food should be prepared in communal spaces
• It is important, if one eats in their residence, to immediately wipe or sweep up any crumbs
for the prevention of rodent infestation.
• Any resident who fails to store food properly in their unit may be ruled no longer able to have
food in their unit by the Village Council.
• Residents may not take food from the community food area or any common food source to
their residence to eat.
DRAFT VERSION 2016-10-10 Page 10 of I I
MEDICAL & FAMILY LEAVE POLICY:
Definition of Medical Leave: Medical leave is time off from Village duties, excluding utility payments so a
Villager can address health and safety needs without losing-Villager or residence status.
Definition of Family Leave: Family leave refers to time taken off from Village duties, excluding utility
payments for the purpose of caring for an ill family member or to assist a family member with crisis needs.
Time allowed for Medical and Family Leave: A Villager is allowed two weeks of medical leave or family
leave with no documentation necessary. If the need is longer than two weeks, documentation may be required to
present to the Village Assembly. If the Villager needs more than 60 days of medical leave or family leave, they
would need to vacate their residence in order to allow a new Villager to get into the Village and would then be
placed first on the wait list for re-entering the Village when their medical issues are resolved and they are able
to be a full Villager once more. If the are unable to return within three (3) months they would need to reapply.
Exception to this rule would be if no housing units become available before their three (3) months are up.
While on medical or family leave, if a Villager is staying onsite, they will be required to pay their utilities as
normal. If the Villager attends the weekly Village meetings, they retain their full voting rights. If they do not
attend, they forfeit their voting rights for that meeting.
PANHANDLING POLICY
Villagers must not panhandle or "fly signs" within Medford city limits. Violation of this policy may result in immediate
expulsion.
PROBATIONARY VILLAGER STATUS POLICY
New resident undergo a four (4) week trial period to ensure that they are willing to follow the Community
Agreements before being fully accepted as a Villager. The goal is to obtain a fair and objective view of the
potential Villager that removes the "popularity contest" factor, and instead focuses on their willingness to be a
contributing member of the community.
The Villager will be given a mentor who will guide them through orientation and do a daily check-in with the
new Villager to answer any questions or concerns that they may have. It will also be the mentor's responsibility
to counsel the Villager when any issues arise so that the concerns may be addressed. The mentor will report to
the Village Assembly meeting once a week to advise them on how the new Villager is progressing.
After four (4) weeks, the Village Assembly, with at least (1) Steering Committee Member present, will open the
weekly meeting to allow Villagers to express any legitimate concerns, questions, and compliments about the
new Villager. After the meeting the Village Assembly will vote on whether to accept the new Villager based on
whether or not the new Villager upheld their responsibilities, such as gate house, volunteer hours around the
Village and cleaning duties and if the Villager has any incident reports? If so, can those be interpreted as part of
the learning process and will not be a continual issue?
SMOKING POLICY:
There will be no smoking or electronic cigarettes (vaping) in the dwelling units or common community areas.
Smoking is allowed in the designated smoking area only.
WAIT LIST VOLUNTEER POLICY:
Potential Villagers who have passed the background check and interview process will be encouraged to
volunteer service to the Village to demonstrate a willingness to contribute and be a part of the community. A list
of projects will be made available to help guide potential Villagers. A sign-in sheet will be maintained in order
to supervise these projects.
DRAFT VERSION 2016-10-10 Page 1 1 of 1 1
R. 1.itrRett,•v& Iht HoI11de,.I.t,1 1 oI, .I,[ C 'ent
HOPE VILLAGE Hope Village Application
.f Policy & Procedures
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PROGRAM DESCRIPTION:
Hope Village is a transitional village that provides a safe and secure, temporary emergency shelter for those
currently without housing and provides case management services to help address barriers to housing.
It is a self-governing community based on five basic rules:
1. No acts of violence to people or property
2. No theft or borrowing without permission
3. No alcohol, illegal drugs, or drug paraphernalia on the property
4. No persistent, disruptive behavior
5. Everyone must contribute to the operation and maintenance of the Village
APPLICATION PROCESS
o Applications are accepted by Rogue Retreat at 1410 W 8th St., Medford OR 97501
o Applications are then pre-screened by the Hope Village Steering Committee to assess suitability for
community life within the village. Input from the homeless members of the steering committee is a
valuable tool in determining the character traits of potential applicants.
o If applicants are found to be ineligible, they will be advised by a letter sent to their last known address.
o If the applicant is found to be eligible, the applicant will be put on the waiting list for the next available
unit.
o Applications will be reviewed in whatever order is decided by the selection committee, and not
necessarily in the order they are received. Referrals and recommendations from current village residents
and partner agencies/organizations may be given a higher priority on the list.
o When a unit becomes available the Hope Village Steering Committee will review all applications on the
waiting list, conduct interviews and select a potential candidate to nominate to the Village Assembly.
o A majority vote of the Village Assembly accepts a new Villager for a four (4) week probationary
period. after which a meeting will be held to address any concerns and a final vote is taken to accept
them as a full Village Resident.
o Applications will be kept on file for one year. After 3 failed attempts to locate, the application will be
archived. An archived applicant may reapply and be reconsidered as soon as possible.
ELIGIBILITY:
1. Age: Must be at least 18 years of age
2. Criminal History: The following will be reasons for denial:
• a registered sex offender listed as a predator or pedophile
• conviction in the past 5 years of manufacturing illegal substances
• conviction in the past 2 years of violent criminal acts against persons or property
1410 W 8th SL, Medford, OR 97 01 ph: 541-499-0880 % fa : 541-690-1670
Etnail: irif Cc,,)Ii--oguer-etreat. eoni - Tfreb: ii7i4~ v. ogiieRetreat. org
HOPE VILLAGE APPLICATION
HOPE VILLAGE
(If you need assistance filling out this form come to the Rogue Retreat office during
regular business hours M-F 8am-12 pm/ 1-5 pm and one of our staff will be happy to
A
Jull
help you.)
TODAY"S DATE:
CONTACT INFORMATION
Legal Name: Street Name:
Mailing Address (REQUIRED):
City: ST: ZIP:
E-mail address: Best Phone:
Circle one: CHECK ALL THAT APPLY:
Single / Married / Couple* VET= Veteran / SA= Substance Abuse
DV=Domestic Violence / MH= Mental Health Diagnosis
APPLICANT INFORMATION
FULL NAME RELATIONSHIP BIRTHDAY GENDER SS 4 VET SA DV MH
SELF / / - -
*Couples must agree to abide by the intervention policy in the Village Manual if they have a fallout that results in one person
moving out of a couple's unit. This must be filled out during the application process. Please choose which person in the couple
will move out below:
"We, the couple, in the event of a fallout resulting in an inability to live together and causing one person to move out of shared
housing, will agree to the village policy that will move out of the couple's unit into another unit. If no
unit is available they will move out of the Village until another unit becomes vacant, at which time they will be reconsidered for the
opening".
HOMELESS HISTORY
Where do you sleep at night (be specific):
Is this your first experience being unhoused? ❑YES ❑NO
Have you been homeless for one year or more this episode (continuously)? ❑YES ❑NO
Have you been homeless four or more times in the past 3 years (that equal 12 months together)? ❑ YES ❑ NO
How long have you been without stable housing?
Where was your most recent permanent address?
How did you become unhoused?
How long have you been in the Medford/Jackson County Area?
Do you have a therapy animal or pet? ❑ YES ❑ NO
If so, what kind? How many pounds? Spay/neuter? ❑YES ❑NO
TRANSPORTATION INFORMATION
Do you have a driver's license or State ID? ❑YES ❑NO Driver's License/State ID number: State:
Do you have a car? ❑YES ❑NO / Do you have an RV? ❑YES ❑NO / Do you have insurance? ❑YES ❑NO
Do you have a bicycle? ❑YES ❑NO / Do you have a bus pass? ❑YES ❑NO
How much stuff do you have? CIRCLE ONE: Backpack / Car load / Truckload / Storage Unit
INCOME AND/OR BENEFIT INFORMATION
Current Employer: Supervisor:
Work Address: Work Phone:
How long have you worked here? How many hours per week do you work?
Is this a permanent job? ❑ YES ❑ NO How much do you earn per month?$
Do you receive income from any other source? (examples: collecting cans, donating plasma, sign flying, yard work; etc_)
SOURCE: AMOUNT:
SOURCE: AMOUNT:
Do you receive SNAP (Food Stamps)? ❑ YES ❑ NO AMOUNT:
HEALTH INSURANCE INFORMATION Do you currently have health Insurance?: ❑ YES ❑ NO
❑ MEDICAID (Oregon Health Plan) IF YES: WHICH ONE: ❑ Jackson Care Connect ❑ AllCare ❑ Other
❑ MEDICARE ❑ Employer Provided Health Ins. ❑Private Ins. ❑ Veteran's Administration Medical ❑ Other:
DO YOU REQUIRE; A UNIT WITH SPECIAL FEATURES? ❑ YES ❑ NO
❑ Grab Rails ❑ No Stairs ❑ Wheelchair Accessible ❑ Hearing Impaired Smoke Detector ❑ Other:
(explain:)
LEGAL INFORMATION
Notice: We will conduct a background check on all applicants. Having a criminal history may not disqualify you in most instances.
If that background check does not match your answers on this form, your application to live in Hope Village will be denied.
PLEASE BE HONEST! Your answers help us determine how to best help you remove barriers to housing.
Convictions:
• Are you a registered sex offender listed as a predator or pedophile ❑ YES ❑ NO
• Have you been convicted in the past 5 years of manufacturing illegal substances ❑ YES ❑ NO
• Have you been convicted in the past 2 years of violent criminal acts against persons or property ❑ YES ❑ NO
Have you been convicted of ANY crime in the last 5years? ❑ YES ❑ NO If Yes: How many times in the last 3 yrs.?
Are you a registered sex offender (non predator or pedophile)? ❑ YES ❑ NO
If yes to any, give details:
Are you on: Supervision/Probation ❑ YES ❑ NO / Parole ❑ YES ❑ NO Until when: i /
Name of your parole/probation officer: Address
City State Zip Phone
Do you have any pending court cases? Yes No
If yes, give details :
SUBSTANCE ABUSE HISTORY
Are you now or have you ever struggled with any drug or alcohol addiction? ❑ YES ❑ NO
Are you currently clean and sober? ❑ YES ❑ NO Clean date:
How would you describe your addiction history, what is your current level of sobriety?
Do you currently attend any recovery meetings or groups?-L] YES ❑ NO / Do you have a sponsor? ❑ YES ❑ NO
INTAKE INFORMATION (Questions 1-5)
PLEASE ANSWER THESE QUESTIONS FULLY AND TO THE BEST OF YOUR ABILITY SO WE KNOW HOW WE
CAN HELP YOU BEST AND DETERMINE IF YOU ARE A GOOD CANDIDATE FOR VILLAGE COMMUNITY LIFE.
1. Please help us get to know you by telling us a little about yourself. Once you have a safe and healthy place to sleep and take care
of your needs, what goals and dreams would you like to pursue? How would you like to strengthen the quality of your life?
2. How do you help others in your community right now?
3. Do you receive regular meals, food, clothing, services or other needed items from any churches, agencies or community
volunteers? Do you have a Case Manager or Outreach Worker that you talk to sometimes? Please include their Phone
Number so we can ask them if they feel you would be a good fit for Hope Village community life.
If you don't receive any services please list 4 non related personal references we can talk to.
CONTACT NAME CHURCH OR AGENCY NAME PHONE #
1.
2.
3.
4.
4. Do you have any current Physical Health Conditions that have been diagnosed? ❑ YES ❑ NO
If yes: do you have a Primary Care Provider? ❑ YES ❑ NO
Are you on any prescription medications? ❑ YES ❑ NO If so, what are they?
You must provide a current prescription, in your own name, for any and all narcotic medications at the time ofinterview.
5. Do you have any current Mental Health Conditions that have been diagnosed? ❑ YES ❑ NO
If yes: are you a current client at Jackson County Mental Health or have a private mental health provider? ❑ YES ❑ NO
Are you on any prescription medications? ❑ YES ❑ NO If so, what are they?
You must provide a current prescription, in your own name, for any and all narcotic medications at the time ofinterview.
APPLICANT SIGNATURE: Date:
APPLICANT SIGNATURE: Date:
This Corporation shall have no members.
Section 1 Duties
The affairs of -the Corporation shall be managed by a Board of Directors.
Section 2 Number and Qualifications
The number of Directors may vary between a minimum of five and a maximum of fifteen.
Section 3 Terms and Election
Directors will be elected annually and shall serve a two (2) year term. The Board shall elect its own
members, except that a Director shall not vote on that member's own position. Each Director shall hold
office for the term for which he or she is elected and until his or her successor has been elected and
qualified. Directors may be reelected for up to three additional consecutive terms. A Director that has
served for a total of three consecutive terms and has been off the Board for at least one year may be re-
elected to the Board.
Section 4 Removal
Any Director may be removed, with or without cause, by a vote of two-thirds of the Directors then in
office.
Section 5 Vacancies
Vacancies on the Board of Directors and newly created Board positions shall be filled by a majority
vote of the Directors then on the Board of Directors. A vacancy will be filled no later than the first
regular meeting of the Board following the vacancy.
Section 6 Resignations
Director resignations must be in writing and addressed to the Chairperson of the Board.
Missing three consecutive Board meetings or missing four within a fiscal year shall disqualify any
Director from exercising their duties of due care and be deemed a resignation, which may or may not
be accepted by the Board
Section 7 No Salary
Directors shall not receive salaries for their Board services but may be reimbursed for pre-approved
expenses related to Board service.
Article IV Meetings
Section I Regular Meetings
Regular meetings of the Board of Directors shall be held at the time and place to be determined by the Board of
Directors. No other notice of the date, time or place, or purpose of these meetings is required.
Section 2 Annual Meeting
An Annual Meeting of the Board of Directors shall be held each year in January for the purposes of
planning, elections, Board development and related activities to support the health of the organization.
Section 3 Special Meetings
Special meetings of the Board of Directors may be called by the Chairperson, by the Executive
Committee, or by three or more Directors in office.
Notice of Special Meetings Advance notice of the time and place of any special meeting of the
Board of Directors shall be required. Notice of time and place of any special meetings of the Board of
Directors shall be given by the Secretary, or by the person or persons calling the meeting to each of the
Board of Directors by mail, email, personal communication, telephone or FAX, at least three days
prior to the date on which the meeting will be held. Notice of . ny special meetings shall include a
description of any of the following matters: if the Directors will be asked to approve the matter or
matters at the meetings; amendment to the By Laws or Articles of Incorporation; merger; sales of
assets other than in the ordinary course of business; or dissolution.
Section 4 Alternatives to Regular Meeting
Any regular or special meeting of the Board of Directors may be conducted through the use of any
means of communication by which all Directors participating may simultaneously hear each other
during the meeting.
Section 5 Quorum and Action
A majority of the duly elected Board of Directors at the time of the meeting shall constitute a quorum.
The act of the majority of the Directors present at a meeting at which a quorum is present shall be the
act of the Board of Directors. At any meeting of the Board of Directors at which a quorum is present,
any business may be transacted, and the Board may exercise all of its powers. The Board requires a
majority vote of the Directors in office to establish committees to exercise Board functions, to amend
TINY HOUSE VILLAGE
ORS 446.265 OPTION
ORS 446.265 Transitional housing accommodations
(1) A municipality may approve the establishment of a campground inside an urban growth boundary to be
used for providing transitional housing accommodations. The accommodations may consist of separate
facilities in the form of yurts, for use as living units by one or more individuals or by families. The person
establishing the accommodations may provide access to water, toilet, shower, laundry, cooking, telephone or
other services either through separate or shared facilities. The accommodations shall provide parking facilities
and walkways.
(2) Transitional housing accommodations described under subsection (1) of this section shall be limited to
persons who lack permanent shelter and cannot be placed in other low income housing. A municipality may
limit the maximum amount of time that an individual or a family may use the accommodations.
(3) Campgrounds providing transitional housing accommodations described under this section may be operated
by private persons or nonprofit organizations.
The shared facilities of the campgrounds are subject to regulation under the recreation park specially
code described under ORS 446.310 (Definitions for ORS 446.310 to 446.350) to 446.350 (Tourist Facility
Account).
• ORS 446.310: Recreation park means any area designated by the person establishing, operating,
managing or maintaining the same for picnicking, overnight camping or use of recreational vehicles by
the general public or any segment of the public. Recreation park includes but is not limited to areas open
to use free of charge or through payment of a tax or fee or by virtue of rental, lease, license, membership,
association or common ownership and further includes, but is not limited to, those areas divided into two
or more lots, parcels, units or other interests for purposes of such use.
• ORS 446.325: Exemptions from license requirement (1) Public entities, private persons or nonprofit
organizations described under ORS 446.265 (Transitional housing accommodations) (3), timber
companies and private utilities shall not establish or operate a recreation park without complying
with the rules of the Oregon Health Authority and securing the approval of the Director of the
Oregon Health Authority or designee
but shall be EXEMPT from the licensing requirement of ORS 446.320
ORS 446.320 Tourist facility license required: (1) No person shall establish, operate,
manage or maintain a tourist facility, without a license from the Director of the Oregon
Health Authority.
ORS 446.321 Fee for license: (1) Every applicant for licensing of a tourist facility as
defined in ORS 446.310 (Definitions for ORS 446.310 to 446.350) and required by ORS
446.320 (Tourist facility license required) shall pay to the Oregon Health Authority a fee
established by the authority by rule. The fee may not exceed $60, except that recreation
parks shall pay an additional fee not to exceed $2 for each space.
ORS 446.322: Issuance of license Upon receipt of a completed application on an Oregon
Health Authority form, required fee, and after representation by the applicant that the
facility is in compliance with the provisions of ORS 446.310 (Definitions for ORS
446.310 to 446.350) to 446.350 (Tourist Facility Account), and the rules adopted pursuant
thereto, and the requirements of the Department of Consumer and Business Services, the
authority shall issue a license, unless there is reason to believe noncompliance exists.
The director or designee may delegate, to a health official having sufficient environmental health specialists,
the authority to approve such recreation parks.
The transitional housing accommodations are not subject to ORS chapter 90.
ORS 90.105 Short title: This chapter shall be known and may be cited as the Residential Landlord and
Tenant Act. [Formerly 91.700]
(4) To the extent deemed relevant by the Department of Consumer and Business Services, the construction and
installation of VURTS on campgrounds used for providing transitional housing accommodations established
under this section IS SUBJECT TO the manufactured structures specialty code described in ORS 446.155
(Sanitation and safety requirements). Transitional housing accommodations not appurtenant to a yurt are
subject to regulation as provided under subsection (3) of this section.
ORS 446.155 Sanitation and safety requirements
(1) A person may not sell or offer for sale within this state a manufactured dwelling manufactured after
January 1, 1962, that contains:
(a) Plumbing equipment, unless such equipment meets the requirements of the Department of
Consumer and Business Services;
(b) Heating equipment, unless such equipment meets the requirements of the State Fire Marshal;
or
(c) Electrical equipment, unless such equipment meets the requirements of the department.
(2) A person may not rent, lease, sell or offer for rent, lease or sale within this state a manufactured
structure manufactured after September 1, 1969, unless the manufactured structure bears an insignia of
compliance and contains:
(a) Plumbing, mechanical and electrical equipment or installations that meet the minimum safety
standards of the department;
(b) Thermal, fire and life safety equipment, material and installations that meet the minimum
safety standards of the department; or
(c) Structural and transportation equipment, materials, installations and construction that meet
the minimum safety standards of the department.
(3) A person may not rent, lease, sell or offer for rent, lease or sale within this state a recreational vehicle
unless the recreational vehicle:
(a) Bears an insignia of compliance;
(b) Has previously been lawfully registered and titled within the United States;
(c) 1- las previously been issued an ownership document under ORS 446.571 (Ownership
document application) or recorded under ORS 446.626 (Recording manufactured structures in
county deed records); or
(d) Is exempt from registration, title or ownership document requirements because of United
States government ownership.
(4) Persons manufacturing, remanufacturing, converting, altering or repairing manufactured structures or
equipment within the state or for use within the state shall comply with all applicable construction and
safety rules of the department and the following:
(a) Alterations performed on a manufactured dwelling by the manufacturer or dealer before or at
the time of sale to the first consumer shall be performed in conformance with the National
Manufactured Housing Construction and Safety Standards Act.
(b) After the initial sale to a consumer by a manufacturer or dealer, all alterations to a
manufactured dwelling, except as identified by the Director of the Department of Consumer and
Business Services by rule, shall be in conformance with the specialty codes as described in ORS
455.010 (Definitions for ORS chapter 455) to 455.740 (Denial of certificate) and 479.855 (City
and county inspection and enforcement programs).
(c) Solid fuel burning appliances shall be in conformance with the National Manufactured
Housing Construction and Safety Standards Act and standards adopted by the department.
(d) Notwithstanding subsections (1) and (2) of this section, a previously owned manufactured
dwelling may be sold as is provided that the seller discloses in the bill of sale that the
manufactured dwelling is being sold on an as is or with all faults basis, and that the entire risk as
to the quality and performance of the manufactured dwelling is with the buyer. If the
manufactured dwelling is found to be defective after purchase, the buyer shall assume the entire
cost of all servicing and repair. The seller, manufacturer, distributor or retailer is not responsible
for any cost for servicing and repair.
(5) Installations of manufactured structures shall be in conformance with the standards adopted by the
department for site preparation, foundation support, anchoring, structural and utility connections,
electrical and plumbing tests, underfloor enclosures, ventilation, vapor barriers and steps used for access
and egress.
(IF YURTS ARE NOT USED SEE ADDITIONAL INFORMATION BELOW 446.003 (32) )
(5) Campgrounds established for providing transitional housing accommodations shall not be allowed on more
than two parcels in a municipality. In approving the use of parcels for a campground, the municipality shall
give preference to locations that have access to grocery stores and public transit services.
(6) As used in this section, yurt means a round, domed tent of canvas or other weather resistant material, having
a rigid framework, wooden floor, one or more windows or skylights and that may have plumbing, electrical
service or heat. [1999 c.758 §6]
ADDITIONAL INFORMATION
ORS 446.003 Definitions for ORS 446.003 to 446.200 and 446.225 to 446.285 and ORS chapters 195, 196,
197, 215 and 227 the following definitions apply, unless the context requires otherwise, or unless administration
and enforcement by the State of Oregon under the existing or revised National Manufactured Housing
Construction and Safety Standards Act would be adversely affected, and except as provided in ORS 446.265
(Transitional housing accommodations):
(32) Recreational structure means a campground structure with or without plumbing, heating or cooking
facilities intended to be used by any particular occupant on a limited-time basis for recreational, seasonal,
emergency or transitional housing purposes and may include yurts, cabins, fabric structures or similar
structures as further defined, by rule, by the director.
CITY OF
ASHLAND
Ashland Housing and Human Services Commission
Draft Minutes March 23, 2017
CALL TO ORDER
Chair Boettiger called the meeting to order at 4:30 pm in the Siskiyou Room at the Community Development and
Engineering Offices located at 51 Winburn Way, Ashland OR 97520.
Commissioners Present: Council Liaison
Sue Crader Dennis Slattery, absent
Rich Rohde
Joshua Boetti er SOU Liaison
Tom Gunderson
Sharon Harris
Michelle Linle Staff Present:
Heidi Parker Linda Reid, Housing Specialist
Gina DuQuenne Carolyn Schwendener, Clerk
APPROVAL OF MINUTES
Parker/Rohde m/s to approve the minutes of the February 23, 2017 Housing and Human Services Commission regular
meeting. Voice Vote: All Ayes, minutes were approved as presented.
PUBLIC FORUM
No one present spoke.
SOCIAL SERVICE GRANT PRESENTATIONS AND RECOMMENDATION
Chair Boettiger explained to the applicants they would each be given five minutes for their presentations. Prior to the
meeting the applicants were emailed four questions and were asked to address the questions in their presentation if
possible. The questions were.
1. What should we know about your project/activity that you weren't able to address in the application?
2. What will you do if you do not get this funding?
3. What was the rationale for the amount of funding your organization has requested?
4. If you have received Social Service grant funding from the City of Ashland in the previous grant cycle, please
come prepared to share Ashland specific outcome date from prior years activities.
The presentations followed.
St. Vincent de Paul - Charlotte and Alice, volunteers from St. Vincent de Paul presented. Charlotte expressed their
gratitude to the City and Commission for what they do in our Community not just the grant money but the planning and
making the prevention of homelessness a goal.
Charlotte confirmed that the monies are being spent primarily for rent in order to prevent homelessness, which
is their main focus. The past grant monies have been utilized for this but we have had a break through and are able to
help bring people into homes not just prevent them from eviction, stated Charlotte.
Without the money from both grants we could probably still help pay rents but could not actually see people get
into housing, explained Alice. With the increases in rent and deposits it would curtail our ability to do that. There has
been a twenty percent increase in expenditures over the last four year and we have spent our reserve monies down,
said Alice. The amount of grant money needed to bring someone from homeless to housing is $370.00 per person. St.
Vincent de Paul matches that amount of money and sometimes go beyond that. The more money we have the more
people we can help.
Commissioner's questions:
Commissioner Linley remarked when St. Vincent de Paul pays rent for a residence there is no transparency between
the landlords and St. Vincent de Paul. In my experience, stated Linley when an eviction is necessary due to drugs,
gifts total two hundred sixty-two donors. Grants from non-profit foundations total nine and the rest is grants from the
City of Ashland. We are more successful at getting grants and funding for direct costs and we rely on social service
grant monies for our base salaries and facilities. Every dollar we would lose of the social services grant would come out
of direct costs and fewer services we could provide.
Maslow Project - Mary Ferrell, Director and founder of the Maslow Project and Cheyenne Nichols, Ashland School
District Case Manager, presented.
The main challenge is the lack of affordable housing, commented Ms. Ferrell. We work very cooperatively with
any Community partner to help our families and our youth achieve their goals whether educational or housing. We are
one of the only organizations whose focus is specifically on school age youth, said Ms. Ferrell. We provide kids the
opportunity to stay in school, complete their education and enter the workforce and transition into permanent housing.
We use the funding from both the social service grant and the Community Development Block Grant for our
staffing. The money provides about fifty percent of the cost of the salaries. The other fifty percent is covered by
Community donations from businesses, churches, individuals and civic organizations.
If we do not receive our full request or if CDBG ceases to exist we have confidence the Community will help us,
however all of our programs would potentially be affected. We have a strong contingency plan where our entire agency
would scale back so that no particular community would be cut off. Ms. Nichols expressed her gratefulness for the
support they have previously received from the City of Ashland.
Commissioner's questions:
Is the Ashland case manager full time?
Two different staff people provide services to each individual student making it a full time position. Each student sees a
Family advocate and a case manager who work together as a team.
Do you receive any funds from the Ashland School District?
Yes, we received $5,000 from the Ashland School general fund and $4,500 from a Federal Fund designated for
homeless services for public schools.
Jackson County SART - Executive Director Susan Moen presented. Ms. Moen explained they have been doing
violence prevention classes in the Ashland schools for about ten years, starting in the High School and then moving to
the middle school. At the end of 2015 Senate Bill #856 Aarons Law was passed. This bill is an unfunded mandate that
requires all child sex abuse prevention be in every single grade and every single school four times a year. At this time
we are the only organization who has the curriculum to answer that need.
If we do not receive the funding the piece we would pull back on would be time spent on student engagement
and parent engagement. This would be difficult because we concentrate on prevention. It might turn out we would
need to cut back to some capacity in the schools but we would still have the programs. Our request for funds is to
cover our staffing.
Commissioner Parker complimented Ms. on her complete application. It was very thorough.
First Presbyterian Church of Ashland - Karen Amarotico the church shelter program coordinator for the last three
years presented.
The reason we are asking for money is because we are an older structure and when forty or fifty additional
people need to use the restrooms it has put a strain on the plumbing, stated Ms. Amarotico. The money the
congregation donates is used to pay the pastor and his secretary. The shelter program is hosted by church volunteers
and those that take care of the plumbing are older and the repairs have been expensive. The money will be used to
help support our building.
We have never received funding in the past. Our money is tight but if we do not receive the funding we will still
work to provide the shelter, perhaps maybe doing some fund raisers.
Community Works (Dunn House) - Executive Director Barbara Johnson presented the three applications.
This is the fortieth anniversary of the Dunn House which originated in Ashland, said Ms. Johnson. We have
served thousands and thousands of both women and men throughout the years. When someone has to flee their home
because of violence they are immediately identified by the Federal Government as homeless. Ms. Johnson told the
Commission that about eighteen months ago they collaborated with every law enforcement agency in Jackson County
to be trained on the Lethality Assessment program. The program is an immediate first response to anyone who is
RSVP - Ms. Snyder explained this program provides transportation to medical appointments which many people
depend on. The requested funding is for staffing. They service three counties with 4.02 FTE.
CASA of Jackson County - Wynona Spivak, Director of program and education for CASA of Jackson County
presented.
What you might not know about CASA, explained Ms. Spivak, is that the guiding light is to find a safe and
permanent home for our counties most vulnerable children. CASA's are all volunteers. There are over two hundred
volunteers who served over six hundred kids last year in Jackson County and over fifty of those were in Ashland. The
average cost per child for a CASA volunteer to help for one year is $94.00. That is about $3000.00 lower than the
national average, we are very efficient with our resources, said Ms. Spivak. Since 2015 we have seen a twenty percent
increase in the number of children who need care.
If we don't receive the funding we will serve less children. We have ten staff members who work with
the CASA volunteers and are asking for five percent of the total project budget. Our overall budget is $96,000 and we
are asking for $5,000 from the social service grant money.
Center for Nonprofit Legal Services, Inc. - Staff attorney, Joe Fichter presented because Executive Director Deborah
Lee was out of town. Mr. Fichter explained this year's application is focused on affirmatively furthering fair housing.
In the past we did receive funding from the City of Ashland and this year we are hoping with the grant money to
be able to expand the number of people we serve in Ashland focusing primarily on the indigent, disabled, and elderly.
We are the only program in Jackson County who has licensed attorneys on staff who provide no cost or low cost
services to clienteles. As others have mentioned tonight we are facing throughout Jackson County a shortage of
housing with approximately a two percent vacancy rate. We provide information about landlord and tenant rights.
If we do not receive the funds it means we will continue to do what we can but we can do more if we have
more. The money we are requesting all goes towards personnel.
Commissioner's questions:
There was no real action plan in your proposal to justify the increase in your funding. Do you have a plan drawn out?
As of now we have presented three separate trainings in the City of Medford also we are participating in Project
Connect. We work on getting service providers and client groups together and present our information to them. We
have an outreach plan into the community for tenant rights and fair housing. We work on putting together a checklist for
other nonprofits and work towards developing affordable housing. A lot of what we do is outreach in the community,
confirmed Mr. Fichter.
Rose Circle - No one was present to represent Rose Circle
The Commission thanked all the presenters and their organizations for all the work they are doing in our Community.
After the Social Service Grant presentations were finished the Commissioners agreed to hear from the CDBG
applicants before making all the recommendations.
COMMUNITY DEVELOPMENT BLOCK GRANT APPLIATION PRESENTATIONS
Both St. Vincent de Paul and the Maslow project already presented during the Social Service Grant process and did not
present again.
Family Solutions - Fred Feldhaus was present to offer his assistance with any questions the Commissioners might
have. Mr. Feldhaus is the manager of the Psychiatric Day Treatment program located at 1836 Fremont Street in
Ashland. The Psychiatric Day treatment is an intensive program for children with severe emotional and behavioral
issues. They offer individual, group and family therapy, stated Mr. Feldhaus. These children often have destructive
behavior problems. Mr. Feldhaus has been at this facility for over ten years and acknowledged they have probably
replaced almost every single window during that time. The roof is also in need of repair, when it rains heavily water
comes in around the light fixtures.
The application if for the replacement of forty-four windows, carpeting in the administration building, counseling
and activity center, roof replacement and new gutters. The building was built in 1974.
Commissioner's questions:
Did you say you replaced the windows or just repaired them?
Rohde/Gunderson m/s to accept the staff recommendation for the Community Development Block Grant
finds.
(Family Solutions application) Commissioner Harris was concerned about the cost of the window replacements and
recommended giving them a portion of the money requested but commented there is other money available for doing
window replacement for energy savings. Would have liked to see them explore some options that are available, said
Harris. Reid acknowledged this is a good point but the applicant did get bids which is all that is required. Perhaps the
contractors did include that energy saving windows in their bid and the invoice just didn't reflect that, stated Reid. An
energy audit might be something they could look in to.
Reid will ask the applicant if they can get an energy audit and see what available tax credits are available for whatever
windows they are choosing. They could draw down less money. Even if we award them the full amount they could use
less, said Reid. CDBG is a reimbursement program.
Harris pointed out that the mentality is if someone asks for the money we just give it to them so we don't lose it when I
think there is a reasonable process for reissuing an RFP to see if we get more applications for other projects the money
might be better spent. Reid reminded Harris they are ready to do this project now spend it now rather than holding off
waiting for an energy efficiency bid when another project might not come forward.
We would like to make a commitment as a Commission to explore the possibility of reissuing a Request for proposal in
the future. Discuss this at next month's meeting.
Voice Vote: All Ayes.
GENERAL ANNOUNCEMENTS JANUARY 26, 2017 METTING AGENDA ITEMS
Quorum Check - Everyone should be present
UPCOMING EVENTS AND MEETINGS
Next Housing and Human Services Regular Commission Meeting - April 27, 2017 4:30-6:30 PM in the Siskiyou Room
at the Community Development & Engineering Department located at 51 Winburn Way.
ADJOURNMENT
The meeting was adjourned at 7:00 p.m.
Respectfully submitted by Carolyn Schwendener
Tentative
Applicant
Amount Allocation
Organization Requested (H&HSC
Recommendation
Options for Homeless Residents of Ashland $ 41,958 $ 40,000
St. Vincent de Paul $ 40,000 $ 26,000
Center for Nonprofit Legal Services, Inc. $ 12,500 $ 9,200
CASA of Jackson County $ 5,000 $ 4,200
Community Volunteer Network FGP $ 2,060 $ 1,000
Community Volunteer Network RSVP of Jackson County $ 4,120 $ 2,000
Rogue Valley Council of Governments (Meals on Wheels) $ 12,000 $ 6,400
Community Works Inc. (Dunn House) $ 16,000 $ 12,400
Community Works Inc. (HelpLine) $ 10,625 $ 6,000
Community Works Inc. (Sexual Assault Victim Services) $ 3,500 $ 3,000
Rose Circle $ 5,000 $ 3,000
Maslow Project $ 12,600 $ 10,000
First Presbyterian Church of Ashland $ 1,000 $ 1,000
Jackson County SART $ 7,500 $ 5,800
Southern Oregon Jobs With Justice $ 20,000 $ 5,000
Total
$ 193,863 $ 135,000
Council Business Meeting
April 18, 2017
Title: 2016-2017 Social Service Grant Allocation Recommendation Review and
Decision
From: Linda Reid Housing Program Specialist
reidl@ashland.or.us
Summary:
The Housing and Human Services Commission has reviewed the 2017-2019 Social Service
Grant applications. At its regular meeting on May 23rd the Housing and Human Services
Commission discussed and agreed upon a recommended allocation for the funding. The Council
will review the Housing and Human Services Commission's recommendations and make a final
allocation for the 2017-2019 Social Service Grant Funds.
Actions, Options, or Potential Motions:
I Move to approve the 2017-2019 social service grant funding allocations recommended by the
Housing and Human Service Commission at its regular meeting on May 23, 2017 with the
following reduction of 1,033.50 from the following applicant(s) [ }
Staff Recommendation:
The Housing and Human Services Commission recommends funding the applications as outlined
in the attached exhibit (Attachment 1). The commission found their recommended allocations to
be consistent with the funding priorities and strategies established in the adopted Social Service
Strategic Plan. Council is to review the proposals and make the final Social Service Grant
funding awards in consideration of the recommendations from the Housing and Human Services
Commission.
Resource Requirements:
Currently the City has set aside $135,000 in General Fund monies to provide support for Social
Service organizations that serve Ashland resident.
Policies, Plans and Goals Supported:
Goal #3: Support and empower our community partners.
3.3 Support the non-profit and cultural entities in the community.
Goal #5: Seek opportunities to enable all citizens to meet basic needs.
5.1 Examine means and methods by which to improve access to mental health services
for Ashland citizens who need them.
5.3 Leverage partnerships with non-profit and private entities to build social equity
programming.
5.4 Encourage ongoing effectiveness of the Resource Center.
Goal #6: Develop and enable citizens to age in Ashland.
6.1 Support and augment existing programs.
Goal 97: Keep Ashland a family-friendly community.
Page Iof2 CITY OF
ASHLAND
7.1 Support educational and enrichment programs in the community.
BacklZround and Additional Information:
In December of 2014 the Council adopted the Strategic Plan for the use of Social Service Grant
funds which altered the recommendation process to include a review and recommendation by the
Housing and Human Services Commission. The Strategic Plan for the Use of Social Service
Grant funds identified five priorities and six strategies to guide funding decisions. The Housing
and Human Services Commission utilized the priorities and strategies identified in the strategic
plan as a framework for allocation decisions.
In January the City issued a Request for Proposals for $135,000 in available Social Service Grant
funds. The City received 15 applications totaling $193,863 in response to the RFP. The
Housing and Human Services Commission reviewed the applications and on May 23rd at the
regular meeting heard from applicants about proposed projects. The Commission reviewed,
discussed, and evaluated each application and came to a consensus on a final funding allocation
recommendation. The Commission made a motion to forward the attached funding allocation to
the council for consideration.
Since the Commission met and decided on a formal recommendation the amount budgeted for
funding the Social Service grants has been reduced by $1,033.50 from the original amount
proposed. The final allocation budgeted in the General Fund for this activity is $133,966.50.
Consequently the Council will need to reduce the Commission's funding recommendations
accordingly.
Attachments:
Recommended Social Service Grant Allocation
Links:
Social Service Grant Applications
March 2"). 2017 H&HS Commission Minutes
Citv of Ashland Social Service Grant Program Strategic Plan-Adopted December 16, 2014
Page 2 of 2 CITY OF
ASHLAND
Amount
Organization Requested
Options for Homeless Residents of Ashland rS$ 41,958
St. Vincent de Paul 40,000
Center for Nonprofit Legal Services, Inc. 12,500
CASA of Jackson County $ 55000
Community Volunteer Network FGP $ 21060
Community Volunteer Network RSVP of Jackson County $ 4,120
Rogue Valley Council of Governments (Meals on Wheels) $ 12,000
Community Works Inc. (Dunn House) $ 16,000
Community Works Inc. (HelpLine) $ 10,625
Community Works Inc. (Sexual Assault Victim Services) $ 3,500
Rose Circle $ 59000
Maslow Project $ 12,600
First Presbyterian Church of Ashland $ 1,000
Jackson County SART $ 7,500
Southern Oregon Jobs With Justice $ 20,000
$ 193,863
Tentative Applicant
Allocation (H&HSC
Recommendation)
$ 40,000
$ 26,000
$ _ 9,200
$ 4,200
$ 1,000
$ 2,000
$ 6,400
$ 12,400
$ 6,000
$ _ 3,000
$ 3,000
$ 10,000
$ 1,000
$ 5,800
$ 5,000
Total
$ 135,000
Council Business Meetina
April 18, 2017
Title: An Ordinance Extending Smoking Ban
From: David H. Lohman City Attorney
david.lohman@ashland. or. us
Summary:
This agenda item is the second reading of an amendment to Chapter 9.30.020 of the Ashland
Municipal Code to extend the current smoking ban to include 130 N. Pioneer Street and any
space within 20 feet of pathways for smoke to enter places of employment or enclosed spaces
open to the public.
Actions, Options, or Potential Motions:
1. I move to approve second reading by title only of an ordinance titled, "An Ordinance
Amending AMC 9.30.020 to extend the current smoking ban to include 130 N. Pioneer Street
and any space within 20 feet of pathways for smoke to enter places of employment or
enclosed spaces open to the public" [with the following changes... ] as presented.
2. Council could take no action, leaving the current smoking restrictions as is.
3. Council could make other revisions to the areas affected by the smoking ban.
Staff Recommendation:
Staff recommends approval of this ordinance.
Resource Requirements:
Passage of the ordinance is not likely to have any direct fiscal impact.
Policies, Plans and Goals Supported:
Quality of Life (Administrative Goal)
Provide, promote and enhance the security/safety, environmental health, and livability of the
community.
Background and Additional Information:
The no smoking ordinance for the City's downtown area became effective in 2016. The
ordinance generally has been positively received. From trial and error, however, city officials
have learned that the 10 foot buffer around smoke sensitive areas is not sufficient enough to
effectively disperse smoke and effectuate the purposes of the ordinance. The proposed ordinance
amendment simply enlarges that distance from 10 to 20 feet with the intention of reducing
conflicts between smokers and persons sensitive to smoke.
Page 1 of 2 CITY OF
ASHLAND
Additionally, increasing numbers of complaints have been reported by persons seeking to park in
the public parking lot at 130 N. Pioneer Street and neighbors. Groups of people congregate in the
parking lot and smoke tobacco, marijuana and other smoking products, the smoke from which is
intense and drifts into these properties and makes use of the parking lot for its intended purposes
less desirable, especially for persons with sensitivities to smoke. The proposed amendment
would expand the downtown no-smoking area to include 130 N. Pioneer Street Public parking
lot.
Expanding the downtown no-smoking area to include the 130 N. Pioneer Street parking lot
should help address smoking-related problems at that particular location. But, as Council
members know, such a change probably would only partially serve to resolve downtown
smoking-related problems generally. For example, some concerned citizens have complained to
the City that the downtown smoking ban pushes smokers into adjoining areas, with the result that
smoking-related problems are merely moved rather than solved. Such displacement may have
been a factor in the North Pioneer Street parking lot becoming a gathering spot for persons
wishing to smoke near the downtown business area. Addressing displacement concerns by
further expanding the no-smoking area could have similar consequences, as well as making
enforcement necessarily more sporadic and eliciting concerns about government intrusion.
Attachments:
Ordinance
Exhibit A: Map of proposed Downtown Enhanced Law Enforcement Area
Note: For purposes of AMC 9.30, "downtown" is defined in 9.30.010B by reference to AMC
10.120.010B 1), which in turn references a map identified as Exhibit A. Alternatives to such a
map could have been a written description, postal addresses, tax lots, or surveyors' metes and
bounds. A map seemed to be the most readily understandable way to portray the subject area.
Exhibit A., modified to reflect the proposed addition of the North Pioneer Street parking lot, is
attached.
Page 2 of 2 CITY OF
ASHLAND
ORDINANCE NO.
AN ORDINANCE AMENDING AMC 9.30 TO
INCREASE SMOKING DISTANCE FROM BUSINESSES
AND PROPERTIES SENSITIVE TO SMOKE
Annotated to show de et o s 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 overall effect of the recent smoking restrictions within the downtown area has
reportedly been received positively by business and property owners and citizens living, working
and traveling within the City's no smoking zone; and
WHEREAS, nevertheless, the original ten foot no-smoking area around building entries do not
provide a sufficient buffer to prevent smoke from drifting directly into building doorways,
windows and other enumerated entrances in the ordinance that negatively affect the occupants
inside; and
WHEREAS, increasing the restricted distance for smoking around building doorways and
windows and other enumerated entrances in the ordinance for smoke to twenty feet would likely
reduce the negative impacts of smoke odors to occupants of downtown buildings and passersby.
THEREFORE, THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS
FOLLOWS:
SECTION 1. Chapter 9.30 is amended as follows:
9.30.010 Definitions
The following words and phrases whenever used in this chapter shall be construed as defined this
section.
A. "Cigar bar" has the meaning provided in ORS 433.835 (1).
B. "Downtown" has the meaning provided in AMC 10.120.01013 1).
C. "Enclosed area" means all space between a floor and a ceiling that is enclosed on two or
more sides by permanent or temporary walls or windows, exclusive of doors,
passageways or gaps. If no ceiling is present, "enclosed area" means all space that is
Ordinance No. Page 1 of 3
included by three or more sides by permanent or temporary walls or windows, exclusive
of doors, passageways or gaps.
D. "Inhalant" means nicotine, a cannabinoid or any other substance that is in a form that
allows the nicotine, cannabinoid or substance to be delivered into a person's respiratory
system by inhalation and is not approved by, or emitted by a device approved by, the
United States Food and Drug Administration for a therapeutic purpose.
E. "Inhalant delivery system" means a device that can be used to deliver nicotine or
cannabinoids in the form of a vapor or aerosol to a person inhaling from the device.
F. "Place of employment" means every enclosed area under the control of a public or private
employer that employees frequent during the course of employment, including but not
limited to work areas, employee lounges, vehicles that are operated in the course of an
employer's business that are not operated exclusively by one employee, rest rooms,
conference rooms, classrooms, cafeterias, hallways meeting rooms, elevators and
stairways. "Place of employment" includes privately-owned enclosed areas where
volunteers perform work typically done by employees. "Place of employment" does not
include a private residence unless it is used as a child care facility as defined in ORS or a
facility providing adult day care as defined in ORS 410.490.
G. "Plaza" means the area bounded by and including East Main Street, North Main Street,
and Winburn Way.
H. "Smoke shop" means a business that is certified with the authority as a smoke shop
pursuant to the rules adopted under ORS 433.847.
1. "Smoking instrument" means any cigar, cigarette, pipe or other instrument or inhalant
deliver system used to smoke tobacco, marijuana or any other inhalant.
J. "Within twenty (20) feet of means no closer than 20 feet away from a physical
feature specified in this Chapter, as measured horizontally and fewer than 8 feet
above ground level.
9.30.020 Smoking Prohibited
A. Except as allowed in AMC 9.30.040, a person may not smoke, aerosolize or vaporize an
inhalant or carry a lighted smoking instrument in a place of employment, in an enclosed
area open to the public, on any sidewalk or on any public or private property within ten
twenty (4-0 20) feet of a sidewalk in Downtown Ashland; on the City property commonly
referred to as the Theater Corridor Walkway (Assessor's Map no. 391 E0913C, Tax Lot
901) except for that portion of the property controlled by leasehold right of the Oregon
Shakespeare Festival (commonly known as the Thomas Theater); on the sidewalk on
North Main Street between Granite Street and the Plaza, on sidewalks on Winburn Way
abutting Lithia Park, in the public walkway between 150 and 166 East Main, on the
Plaza= -,--or on the area at the corner of East Main Street and South Pioneer Street known
as Chautauqua Square; or in the public parking lot at 130 N. Pioneer Street.
B. A person may not smoke, aerosolize or vaporize an inhalant or carry a lighted smoking
instrument within twen (4-9 20) feet of the following parts of places 0-F of employment
or enclosed areas open to the public:
1. Entrances;
2. Exits;
Ordinance No. Page 2 of 3
3. Windows that open;
4. Ventilation intakes that serve an enclosed area; and
5. Outdoor dining areas.
C. A person may not smoke or carry any lighted smoking instrument in a room during the
time that jurors are required to use the room.
SECTION 2. Savinl4s. 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 3. Severability. The sections, subsections, paragraphs and clauses of this ordinance
are severable. The invalidity of one section, subsection, paragraph, or clause shall not affect the
validity of the remaining sections, subsections, paragraphs and clauses.
SECTION 4. 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 2-4 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 , 2017,
and duly PASSED and ADOPTED this day of , 2017.
Barbara M. Christensen, City Recorder
SIGNED and APPROVED this day of , 2017.
John Stromberg, Mayor
Reviewed as to form:
David H. Lohman, City Attorney
Ordinance No. Page 3 of 3
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Council Business Meeting
017
April 18, 2
Title: Second Reading of an Ordinance Amending Chapter 11.26 to Limit the
Use of Public Parking Lots for Purposes Other Than Parking Vehicles
From: Dave Lohman City Attorney
david.lohman@ashland. or. us
Summary:
This agenda item is the second reading of an ordinance to amend Chapter 11.26 of the Ashland
Municipal Code to restrict use of parking lots to their intended purpose. This proposed ordinance
would limit the use of public parking lots to the parking of vehicles, with exceptions for other
short-term uses pursuant to City-issued permits.
Actions, Options, or Potential Motions:
1. Approve second reading by title only of an ordinance titled, "An Ordinance Amending Chapter
11.26 to Limit the Use of Public Parking Lots for Purposes Other Than Parking Vehicles"
[with the following changes...] as presented.
2. Council could take no action.
Staff Recommendation:
Approve Second Reading of the proposed ordinance.
Resource Requirements:
Passage of the proposed ordinance is not expected to have a direct fiscal impact on the City.
Additional police presence may be necessary to enforce the proposed ordinance.
Policies, Plans and Goals Supported:
N/A
Backl4round and Additional Information:
This ordinance is applicable to all City-owned parking lots. It is prompted partly by the well-
recognize shortage of parking spaces in the downtown. The high cost of providing new downtown
parking capacity makes it prudent for the City to see that its parking lots are used for parking
except on rare occasions and subject to a City-approved permit.
Limiting the use of parking spaces in public parking lots to vehicle parking would be a
commonsense parallel of the existing prohibition on occupying or encroaching on a public right-
of-way for purposes other than passage or temporary vehicle storage (parking). AMC 13.02.040A.
Under the latter ordinance, unpermitted occupation of vehicle parking spaces on the street so as to
exclude use of those spaces for purposes other than parking would be a violation; unpermitted
occupation of vehicle parking spaces in public parking lots for purposes other than parking should
be no different. In both cases, occupying parking spaces so as to keep them from being used for
Page 1 of 2 CITY OF
ASHLAND
their intended purpose amounts to appropriating for one's exclusive personal use public property
dedicated to a particular public use.
Recently, residents and passersby near at least one public parking lot have been experiencing
considerable disruption to their quiet enjoyment as a result of loud, vulgar, or other offensive
behavior by persons gathering in and around the parking lot at all times of the day and night; the
strong odor of tobacco and marijuana smoke; and the accumulation of trash and human waste in
the parking lot. Also, drivers using the parking lot to park their cars have complained about being
approached at vulnerable moments as they are exiting or entering their cars and solicited by
members of small groups occupying nearby parking spaces for extended periods of time.
This ordinance is designed to accommodate requests for temporary special events on public
parking lots provided the requests are processed through the city administrator's special events
permitting procedure.
Attachments:
Ordinance
Page 2 of 2 CITY OF
ASHLAND
ORDINANCE NO.
AN ORDINANCE AMENDING AMC 11.26.020 TO LIMIT THE
USE OF PUBLIC PARKING LOTS FOR PURPOSES
OTHER THAN PARKING VEHICLES
Annotated to show de et o 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 has directed significant financial and other resources to constructing
and maintaining parking lots in and near the downtown to accommodate high demand for
parking spaces; and
WHEREAS, a shortage of downtown parking spaces in times of peak demand has prompted
the City to consider various measures to increase the availability of such parking spaces; and
WHEREAS, persons trying to park vehicles in City public parking lots have increasingly
been unable to do so because otherwise available parking spaces, including parking spaces
for handicapped persons, were occupied by persons using the parking spaces for purposes
other than vehicle parking; and
WHEREAS, exclusionary unpermitted occupancy of public parking spaces and access to
them for uses other than vehicle parking inconveniences the general public and imposes
undue financial burdens on the City; and
WHEREAS, the City of Ashland occasionally finds that portions of public parking lots are
sought to be used temporarily for beneficial purposes other than strictly for vehicle parking.
The City Administrator should be authorized to issue permits for short term, temporary uses
whose benefits to the general public outweigh the inconveniences.
THEREFORE, THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS
FOLLOWS:
SECTION 1. Chapter 11.26.020 is amended as follows:
Ordinance No. Page 1 of 3
11.26.020 Prohibitions
In addition to the parking prohibitions in the motor vehicle laws of Oregon, no person shall:
(1) Except where the street is marked or where officially indicated otherwise, stand or
park a vehicle in a street other than parallel with the edge of the roadway, headed in the
direction of lawful traffic movement, and with the curbside wheels of the vehicle within
12 inches of the edge of the curb or, if no curb, as close as possible to the edge of the
shoulder;
(2) Park on a street or in a City parking lot in a manner or at a time prohibited by official
signs;
(3) Park on a street or in a City parking facility longer than the time specified by
applicable official parking signs:
(a) The period of time so specified shall begin when the vehicle is parked in a particular
limited time zone on a particular block face; and
(b) The period shall be terminated when the vehicle is moved and parked on a different
block face, at which time a new period shall begin as stated in (a);
(4) Park so as not to be entirely within the painted lines of a single parking space;
(5) Park within an area marked off by traffic markers or by painted curb or pavement;
(6) Park within 10 feet of a fire hydrant or within 30 feet of a fire station;
(7) Park in a street intersection, including the area used for crosswalks, or upon a
sidewalk, or upon a bicycle path;
(8) Park upon a bridge, viaduct, or other elevated structure used as a street, or within a
street tunnel, or upon any parkway, unless marked or indicated by official signage
otherwise;
(9) Park across or within the entrance to an alley or driveway;
(10)Park in an alley, except to load and unload persons or materials for not longer than 20
consecutive minutes in any 2 hour period;
(11) Park in an unimproved portion of the front setback of any structure in any residential
zoned district;
(12) Park on any public right-of-way with expired vehicle registration;
(13) Park on any public right of way with the principal purpose of:
(a) Displaying the vehicle for sale;
(b) Washing, greasing, or repairing the vehicle, except repairs necessitated by an
emergency; or
(c) Selling merchandise from the vehicle, except in an established marked place or when
so authorized or licensed under the ordinances of this City; or
(14) Park, stand or stop a truck or bus on a public street or in a public parking area with
its engine running, if such engine emits exhaust fumes into the air. Vehicle engines shall
be turned off when loading and unloading passengers or merchandise. This subsection
shall not apply to:
(a) An engine running for less than five minutes;
(b) A vehicle in the moving traffic lane waiting to move with the normal flow of
traffic;
(c) An engine needed to operate equipment used to load or unload merchandise; or
(d) Emergency vehicles, utility company vehicles, or any construction and
maintenance vehicles which have engines that must run to perform needed work.
Ordinance No. Page 2 of 3
(15) Use a parking lot owned by the City for purposes other than parking of a
vehicle as defined in ORS 801.590 unless otherwise permitted by special use permit
issued by the City Administrator's Office.
SECTION 2. 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 3. Severabilit_y. The sections, subsections, paragraphs and clauses of this ordinance
are severable. The invalidity of one section, subsection, paragraph, or clause shall not affect the
validity of the remaining sections, subsections, paragraphs and clauses.
SECTION 4. 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 2-4 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 , 2017,
and duly PASSED and ADOPTED this day of , 2017.
Barbara M. Christensen, City Recorder
SIGNED and APPROVED this day of , 2017.
John Stromberg, Mayor
Reviewed as to form:
David H. Lohman, City Attorney
Ordinance No. Page 3 of 3
Council Business Meeting
April 18, 2017
Second Reading of an Ordinance Amending Chapter 10.120.010 To
Title: Include City's 130 N. Pioneer Street Parking Lot Within Enhanced Law
Enforcement Area
From: David Lohman City Attorney
david. lohman(aD-ashland. or.us
Summary:
This agenda item is the second reading of an ordinance to amend Chapter 10.120.010 of the
Ashland Municipal Code to enlarge the Enhanced Law Enforcement Area ("ELEA") to include
an adjacent city parking lot on Pioneer Street and Lithia Way. The expansion is intended to
protect the public against health and welfare hazards posed by persons attracted to the parking lot
for opportunities to engage in or to contact others to engage in unlawful activity.
Actions, Options, or Potential Motions:
1. Approve the second reading of an ordinance entitled, "Amending Chapter 10.120.010 To
Include City of Ashland's 130 N. Pioneer Street Parking Lot Within the Enhanced Law
Enforcement Area." [with the following changes...] as presented.
2. Council could take no action, leaving the ELEA as it is.
3. Council could make further additions to the ELEA, either as part of the expansion proposed
by this agenda item or in subsequent ordinance amendments. See discussion in Background
section below.
Staff Recommendation:
Approve Second Reading of the proposed ordinance.
Resource Requirements:
The addition of this parking lot to the ELEA should not require any additional law enforcement
resources beyond those already required for enforcement in the subject parking lot. The proposed
amendment would not increase or decrease the number or nature of activities that are deemed
unlawful. It might, however, result in some additional Municipal Court cases concerning
possible temporary expulsion from the entire ELEA of persons found guilty of certain offenses
or failures to appear in court multiple times.
Policies, Plans and Goals Supported:
• Public Safety (Council Goal)
23. Support innovative programs that protect the community
• Quality of Life (Administrative Goal)
Provide, promote and enhance the security/safety, environmental health, and livability of the
community.
Page 1 of 2 CITY OF
ASHLAND
• Public Safety (Administrative Objective)
24. Increase safety and security city-wide
Backl4round and Additional Information:
The City of Ashland's public parking lot at 130 N. Pioneer Street is used by shoppers,
employees, and visitors, some of whom want or need to be able to leave their vehicles there for
extended periods of time without undue concern for their personal safety or damage to their
vehicles.
Because of its location near downtown and partly because of being adjacent to the present ELEA
boundary, the parking lot increasingly has become a gathering spot for persons engaging in
unlawful or otherwise offensive behavior. Such behavior includes conduct currently proscribed
by the City's persistent violation ordinance (e.g., scattering rubbish, undue noise, out-of-control
dogs, consumption of alcohol or marijuana in public), as well as taking up parking spaces and
not moving from where drivers are attempting to park, camping, and vehicle tampering. APD
and administrative staff are receiving repeated complaints from neighboring property owners and
vehicle owners concerning unwanted behavior by persons using the parking lot for activities
unrelated to parking.
This proposed ordinance amendment would affect offenders who have been cited for multiple
violations or who fail multiple times to appear in court to address charges against them either by
challenging the charges legally or by acceding to proposed penalties. The proposed ordinance
amendment would not increase or decrease the number or nature of proscribed activities; instead
it increases slightly the downtown area from which persons found by a court to be guilty of
multiple offenses can be temporarily expelled.
This proposed admission to the ELEA is feasible in that it is fairly small in area, abuts the
current ELEA boundary, and is demonstrably a site where unlawful activities are occurring with
increasing frequency.
Some concerned citizens have suggested other additions to the ELEA. To withstand scrutiny in
court, such additions would have to be justified, at a minimum, by substantial numbers of calls
for APD enforcement.
Note: For purposes of the ordinance concerning persistent violators (AMC 10.120) and the
ordinance on no-smoking areas (AMC 9.30), alternatives to such a map could have been a
written description, "downtown" is delineated by a map identified as Exhibit A in AMC
10.120.01 OB 1), postal addresses, tax lots or surveyors' metes and bounds. A map seemed to be
the most readily understandable way to portray the subject area. Exhibit A, modified to reflect
the proposed addition of the Pioneer Street parking lot, is attached. It is included in a brochure
available to the public and carried by Ashland police officers to advise violators and others of the
potential consequences of multiple violations.
Attachments:
Ordinance
Exhibit A: Map of proposed Downtown Enhanced Law Enforcement Area
Page 2 of 2 CITY OF
ASHLAND
ORDINANCE NO.
AN ORDINANCE AMENDING AMC 10.120 TO ADD
THE 130 N. PIONEER STREET PUBLIC PARKING LOT
TO EXISTING ENHANCED LAW ENFORCEMENT AREA
Annotated to show de et o s 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's public parking lot located at 130 N. Pioneer Street, is adjacent to the
existing Enhanced Law Enforcement Area; and
WHEREAS, City of Ashland law enforcement has experienced increased and disproportionate
instances of individuals' recurring unlawful activities within the 130 N. Pioneer Street public
parking lot which would constitute persistent violations under AMC 10.120.020 if they took
place nearby in the City's current Enhanced Law Enforcement Area; and
WHEREAS, City of Ashland law enforcement considers it is necessary to expand the Enhanced
Law Enforcement Area to include the parking lot located at 130 N. Pioneer Street in order to
protect the public against health and welfare hazards posed by persons who are attracted to the
parking lot.
THEREFORE, THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS
FOLLOWS:
SECTION 1. Chapter 10.120 is amended as follows:
10.120.010 Enhanced Law Enforcement Area and Persistent Violations, Misdemeanor
A. It is the intent of the City Council to protect discrete areas within the City that are
experiencing increased unlawful activity against becoming an attraction for more such activity
and to protect the public against health and welfare hazards posed by persons who are attracted
to these areas for opportunity to engage in or to contact others to engage in unlawful activity.
B. The City Council finds that the following geographic areas within the City are particularly
affected by unlawful behavior and/or are subject to a disproportionate number of incidents of the
Ordinance No. Page 1 of 3
unlawful activities comprising persistent violation as defined in AMC 10.120.020 below, and
declares each such area to be an enhanced law enforcement area:
1) Downtown Enhanced Law Enforcement Area, inclusive of Bill Patton Garden
and 130 N. Pioneer Street public parkinlz lot, as depicted in Exhibit A.
10.120.020 A Person Commits the Crime of Persistent Violation if:
A. The person is convicted in Ashland Municipal Court for any combination of the following
crimes or violations occurring in separate incidents within a six month period within an enhanced
law enforcement area:
1) Three (3) or more Class A, B or C felonies or Class A, B or C misdemeanors;
2) Two (2) Class A, B or C felonies or Class A, B or C misdemeanors plus one (1) or more
violations of the ordinances set forth below;
3) Three (3) or more violations of any of the following ordinances or laws:
a. AMC 9.08.110 - Scattering Rubbish;
b. AMC 9.08.170 - Unnecessary noise;
c. AMC 9.16.010 - Dogs - Control Required;
d. AMC 10.40.030 - Consumption of Alcohol in Public;
e. AMC 10.40.040 - Open Container of Alcohol in Public;
f. AMC 9.16.015 - Dog License Required; or
g Aleas re 91, Seetio 5 ORS 47513.280 - Use of marijuana in public place
prohibited.
B. The person knowingly enters an enhanced law enforcement area in violation of a Municipal
Court expulsion order as a term of the person's probation or a court expulsion order pursuant to
AMC 10.125.010, et sec.
SECTION 2. Savinl4s. 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 3. Severability. The sections, subsections, paragraphs and clauses of this ordinance
are severable. The invalidity of one section, subsection, paragraph, or clause shall not affect the
validity of the remaining sections, subsections, paragraphs and clauses.
SECTION 4. 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., Section nos. 2-4 need not be codified, and the
City Recorder is authorized to correct any cross-references and any typographical errors.
Ordinance No. Page 2 of 3
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 , 2017,
and duly PASSED and ADOPTED this day of , 2017.
Barbara M. Christensen, City Recorder
SIGNED and APPROVED this day of , 2017.
John Stromberg, Mayor
Reviewed as to form:
David H. Lohman, City Attorney
Ordinance No. Page 3 of 3
CITY OF
ASHLAND
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Council Business. Meeting
April 18, 2017,
Title: Resolution To Assess a Utility Fee to Fund Additional Police Positions
From: Tighe O'Meara Police Chief
tighe.omeara(cD-ashland. or.us
Summary:
At the April 4, 2017, business meeting the Council directed staff to return as soon as possible
with a funding model and resolution the Council could potentially act on to fund five more police
positions.
Actions, Options, or Potential Motions:
The Council may accept any one of the attached resolutions or take no action at all.
I move that Council adopt a resolution that assesses a fee on each electric meter in the amount of
$4.00 per month to fund additional public safety staffing, titled, "A resolution creating a public
safety support fee dedicated to general fund activities relating to public safety operations."
OR
I move that Council adopt a resolution that assesses a charge on each water meter in the amount
of $5.35 per month to fund additional public safety staffing titled, "A resolution creating a public
safety support fee dedicated to general fund activities relating to public safety operations."
OR
I move that Council adopt a resolution that assesses a fee on each electric meter in the amount of
$3.00 and on each water meter in the amount of $1.75 per month to fund additional public safety
staffing titled, "A resolution creating a public safety support fee dedicated to general fund
activities relating to public safety operations."
Staff Recommendation:
Staff recommends that Council adopts the third, hybrid model as it seems to be the most
equitable manner of achieving the desired goal of increasing funding enough to hire the
additional officers.
Resource Requirements:
The resolutions generate approximately $565,000 per year, adequate to hire five additional
officers as well as defray some equipment costs. The additional costs of the officers will be
absorbed in the department's budget.
Policies, Plans and Goals Supported:
24.2 Decrease tracked quality of life calls in the downtown area
24.3 Continue clearance rate of at least 30 % for all crimes in the city-wide
24.4 Maintain and reduce crime rates city-wide
Page 1 of 2 CITY OF
ASHLAND
24.6 Monitor and evaluate SRO program to ensure it is meeting the needs of the school district
and the city
24.7 Review, report on, and seek continuous improvement where possible on response to
times to calls for service
Background and Additional Information:
The Police Department recently completed an analysis of it staffing and determined that
additional officers are necessary if the department is going to provide the best-possible police
services to the community. The Council directed staff to return as soon as possible with a
funding model upon which the Council could act. Any of three utility fee plans could generate
the additional revenue needed to hire the new officers, which would cost approximately
$550,000.
Option 1 would asses an electric utility fee of $4 to each of the approximately 11,840 electric
utility meters in the city.
Option 2 would assess a $5.35 monthly fee to each of the 8,800 water meters in the city.
Option 3, which appears to be the most equitable and is the option recommended by staff. This
option would asses a $3 fee on each water meter and a $1.75 fee on each electric meter. This
model ensures (as much as possible) that each household and business is contributing (through
the electric meter) and that each property owner is as well (through the water meter).
Attachments:
1. Electric Meter Resolution
2. Water Meter Resolution
3. Hybrid Meters Resolution
Page 2 of 2 CITY OF
ASHLAND
Draft Resolution Option #1
RESOLUTION NO. 2017-
A RESOLUTION CREATING A PUBLIC SAFETY SUPPORT FEE
DEDICATED TO GENERAL FUND ACTIVITIES RELATING TO PUBLIC
SAFETY OPERATIONS
RECITALS:
A. The City of Ashland o w n s a n d operates an electric utility to provide all
residential and commercial electric service within the City of Ashland.
B. The City of Ashland maintains a police and fire department that strive to provide excellent and
full service emergency services to the community.
C. The authorized staffing of the police department has not substantially increased in the past 20
years, remaining at approximately 28 sworn officers.
D. The residential population of the City of Ashland has increased in the last 20 years from
approximately 15,000 to approximately 21,000.
E. The annual tourist population in the City of Ashland in the last 20 years has grown from
approximately 220,000 to 320,000.
F. With current staffing the police department is struggling to provide the highest level of
service to the community.
G. Using the existing water utility billing system to charge and collect a public safety support fee
on electric utility accounts is an equitable and reasonable way of generating additional revenue
for the city's general fund, allowing to the city to better fund public safety resources.
H. Funds generated through this assessment will exclusively fund public safety operations and
activities.
THE CITY OF ASHLAND RESOLVES AS FOLLOWS:
SECTION 1. A Public Safety Support Fee of $4.00 shall be charged each month to each City of
Ashland utility customer account with an active electric meter.
SECTION 2. The Public Safety Support Fee shall be charged on all rate classifications within the
electric utility.
SECTION 3. The Public Safety Support Fee shall be increased each July 1 proportionate to the
increase in the Consumer Price Index - All Urban Consumers (Portland-Salem) - March to
March. If the Consumer Price Index is less than zero in any year, the fee would remain the same
until the next CPI figure is available.
This resolution was duly PASSED and ADOPTED this day of ,
2017, and takes effect on July 1.
Barbara Christensen, City Recorder
Resolution No. 2015- Page 1 of 2
Draft Resolution Option #1
SIGNED and APPROVED this day of , 2017.
John Stromberg, Mayor
Reviewed as to form:
David H. Lohman, City Attorney
2- 041817 Public Safety Support Fee-Res 1.doCXG:\legaITAULTORMS\resoIution form.wpd
Draft Resolution Option #2
RESOLUTION NO. 2017-
A RESOLUTION CREATING A PUBLIC SAFETY SUPPORT FEE
DEDICATED TO GENERAL FUND ACTIVITIES RELATING TO PUBLIC
SAFETY OPERATIONS
RECITALS:
A. The City of Ashland owns and operates a water utility to provide all residential
and commercial water service within the City of Ashland.
B. The City of Ashland maintains a police and fire department that strive to provide excellent
and full service emergency services to the community.
C. The authorized staffing of the police department has not substantially increased in the past
20 years, remaining at approximately 28 sworn officers.
D. The residential population of the City of Ashland has increased in the last 20 years from
approximately 15,000 to approximately 21,000.
E. The annual tourist population in the City of Ashland in the last 20 years has grown from
approximately 220,000 to 320,000.
F. With. current staffing the police department is struggling to provide the highest level of
service to the community.
G. Using the existing water utility billing system to charge and collect a public safety support
fee on water utility accounts is an equitable and reasonable way of generating additional
revenue for the city's general fund, allowing to the city to better fund public safety
resources.
H. Funds generated by this fee will exclusively fund public safety operations and activities.
THE CITY OF ASHLAND RESOLVES AS FOLLOWS:
SECTION 1. A Public Safety Support Fee of $5.35 shall be charged each month to each City of
Ashland utility customer account with an active water meter.
SECTION 2. The Public Safety Support Fee shall be charged on all rate classifications within the
water utility.
SECTION 3. The Public Safety Support Fee shall be increased each July 1 proportionate to the
increase in the Consumer Price Index - All Urban Consumers (Portland-Salem) - March to
March. If the Consumer Price Index is less than zero in any year, the fee would remain the same
until the next CPI figure is available.
This resolution was duly PASSED and ADOPTED this day of ,
2017, and takes effect on July 1.
Barbara Christensen, City Recorder
1- 041817 Public Safety Support Fee_Res2.dOCXG:\legaITAULTORMS\resolution formmlod
Draft Resolution Option #2
SIGNED and APPROVED this day of , 2017.
John Stromberg, Mayor
Reviewed as to form:
David H. Lohman, City Attorney
2- 041817 Public Safety Support Fee_Res2.docXG:\legal\PAUL\FORMS\resolution form.wpd
Draft Resolution Option #3
RESOLUTION NO. 2017-
A RESOLUTION CREATING A PUBLIC SAFETY SUPPORT FEE
DEDICATED TO GENERAL FUND ACTIVITIES RELATING TO PUBLIC
SAFETY OPERATIONS
RECITALS:
A. The City of Ashland operates water and electric utilities to provide all residential
and commercial electric and water service within the City of Ashland.
B. The City of Ashland maintains a police and fire department that strive to provide excellent
and full service emergency services to the community.
C. The authorized staffing of the police department has not substantially increased in the past 20
years, remaining at approximately 28 sworn officers.
D. The residential population of the City of Ashland has increased in the last 20 years from
approximately 15,000 to approximately 21,000.
E. The annual tourist population in the City of Ashland in the last 20 years has grown from
approximately 220,000 to 320,000.
F. With current staffing the police department is struggling to provide the highest level of
service to the community.
G. Using the existing electric and water billing system to charge and collect a public safety
support fee on electric and water utility accounts is an equitable and reasonable way of
generating additional revenue for the city's general fund, allowing to the city to better fund
public safety resources.
H. Funds generated through this assessment will exclusively fund public safety operations
and activities.
THE CITY OF ASHLAND RESOLVES AS FOLLOWS:
SECTION 1. A Public Safety Support Fee of $3.00 shall be charged each month to each City of
Ashland utility customer account with an active water meter.
SECTION 2. A Public Safety Support Fee of $1.75 shall be charged each month to each City of
Ashland utility customer account with an active electric meter.
SECTION 3. If a City of Ashland utility customer account includes both an active water and
electric meter, both charges shall apply and be charged.
SECTION 4. The Public Safety Support Fee shall be charged on all rate classifications within
the electric and water utilities.
SECTION 5. The Public Safety Support Fee shall be increased each July 1 proportionate to the
increase in the Consumer Price Index - All Urban Consumers (Portland-Salem) - March to
March. If the Consumer Price Index is less than zero in any year, the fee would remain the same
until the next CPI figure is available.
Resolution No. 2015- Page 1 of 2
Draft Resolution Option #3
This resolution was duly PASSED and ADOPTED this day of ,
2017, and takes effect on July 1.
Barbara Christensen, City Recorder
SIGNED and APPROVED this day of , 2017.
John Stromberg, Mayor
Reviewed as to form:
David H. Lohman, City Attorney
2- 041817 Public Safety Support Fee_Res3.docxG:\legal\PAULTORMS\resoIution form.wpd
Council Business Meeting
April 18, 2017
Title: First Reading of an Ordinance Amending AMC 1.08.005F Updating
ELEA Persistent Violations
From: David Lohman City Attorney
david.lohman(d-)ashland. or. us
Summary:
Council amended AMC Subsection 10.120.020 on November 17, 2015, adding two additional
violations to the Enhanced Law Enforcement Area (ELEA) of downtown Ashland. The addition
of these same ELEA violations are cross-referenced in AMC 1.08.005F(2) and were inadvertently
not updated in the Code Compliance Officers chapter. This Ordinance will correct that oversight.
Actions, Options, or Potential Motions:
Approve first reading of an ordinance titled, "Ordinance Amending AMC Chapter 1.08 General
Penalties, Section 1.08.005F(2) To Reflect Prior Amendment To AMC 10.120.020 Persistent
Violation" and move onto second reading.
OR
Council could take no action.
Staff Recommendation:
Approve first reading of the proposed ordinance.
Resource Requirements:
N/A
Policies, Plans and Goals Supported:
• Public Safety (Council Goal)
23. Support innovative programs that protect the community
• Quality of Life (Administrative Goal)
Provide, promote and enhance the security/safety, environmental health, and livability of the
community.
• Public Safety (Administrative Objective)
24. Increase safety and security city-wide
Background and Additional Information:
Council amended AMC Chapter 10, Section 10.120.020 on November 17. 2015, to address the
problems of persistent violations of law in the downtown area and persistent failure to appear in
court, by adding two new persistent violations. Upon codification of the aforesaid ordinance on
Persistent Violation and Persistent Failure to Appear, an update of those same persistent violations
should have been cross-referenced in AMC Chapter 1.08 General Penalties. This Ordinance will
provide that update.
Page 1 of 2 CITY OF
ASHLAND
Attachments:
Ordinance
Page 2 of 2 CITY OF
ASHLAND
ORDINANCE NO.
AN ORDINANCE AMENDING AMC CHAPTER 1.08 GENERAL
PENALTIES, SECTION 1.08.005F TO REFLECT PRIOR AMENDMENT
TO AMC 10.120.020 PERSISTENT VIOLATION
Annotated to show de et ons and additions to the code sections being modified. Deletions are
bold lined thr-o-u& 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, Council amended AMC Chapter 10, Section 10.120.020 on November 17, 2015 to
address the problems of persistent violations of law in the downtown area and persistent failure
to appear in court, by adding two persistent violation; and
WHEREAS, effectuating the new ordinance on Persistent Violation and Persistent Failure to
Appear, requires a cross-reference update of those persistent violations in AMC Chapter 1.08.
THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS:
SECTION 1. Chapter 1.08 General Penalties of the Ashland Municipal Code is hereby
amended to read as follows:
1.08.005 Code Compliance Officers
F. Default /Criminal Charges / Warrant/ Presumptive Arrest
(1) Failure to appear on a violation citation may result in a default judgment,
criminal prosecution for failure to appear [See ORS 153.992, ORS 133.076], a
Court order to show cause for Contempt, as well as issuance of an arrest warrant.
(2) Notwithstanding F(1) above, court appearance is mandatory for the following
violations occurring within an Enhanced Law Enforcement Area as provided in
AMC 10.120.020:
a. AMC 9.08.110--Scattering Rubbish;
b. AMC 9.08.170--Unnecessary noise;
c. AMC 9.16.010--Dogs-Control Required;
d. AMC 10.40.030--Consumption of Alcohol in Public; e-r
e. AMC 10.40.040--Open Container of Alcohol in Public;
f. AMC 9.16.015 - Dolz License Required; or
Ordinance No. Page 1 of 2
. ORS 475B.280 - Use of marijuana in public place prohibited.
SECTION 2. 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 3. Severabilit_y. The sections, subsections, paragraphs and clauses of this ordinance
are severable. The invalidity of one section, subsection, paragraph, or clause shall not affect the
validity of the remaining sections, subsections, paragraphs and clauses.
SECTION 4. Codification. Provisions of this Ordinance shall be incorporated in the City Code
and the word "ordinance" may be changed to "code", "article", "section", "chapter" 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 2-4) 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 , 2017,
and duly PASSED and ADOPTED this day of , 2017.
Barbara M. Christensen, City Recorder
SIGNED and APPROVED this day of , 2017.
John Stromberg, Mayor
Reviewed as to form:
David H. Lohman, City Attorney
Ordinance No. Page 2 of 2
Council Business Meeting
April 18, 2017
Title: Water Connections Outside City Limits
From: David Lohman City Attorney
david.lohman@ashland. or. us
:
Summary.
The City's water supply and water conservation continue as ever-present concerns. AMC
14.04.060 has been routinely interpreted to have addressed these concerns by prohibiting
connecting premises outside the City to the City water system, with a few clearly-defined
exceptions. The amendment to AMC 14.04.060 proposed in this agenda item is intended to
unambiguously confirm that routine interpretation.
Actions, Options, or Potential Motions:
Approve First Reading of an Ordinance titled, "An Ordinance Amending AMC 14.04.060 Water
Connections Outside the City Limits".
OR
Council could take no action.
Staff Recommendation:
Approve First Reading of the proposed Ordinance.
Resource Requirements:
N/A
Policies, Plans and Goals Supported:
N/A
Background and Additional Information:
AMC 14.04.060A currently says, "no premises located outside the City of Ashland may be
connected to the city water system except as provided herein". To avoid possible
misinterpretation of the word connected in this limitation, staff proposes amending the provision
to make clear that using water from the City water system on premises outside the City -
whether the water is obtained by direct connection or otherwise - is disallowed except upon
Council approval, in the narrow circumstances already set forth in AMC 14.04.060B and C.
This proposed amendment does not change City policy as it apparently has been interpreted ever
since the enactment of AMC 14.04.060. The amendment simply clarifies and confirms that
interpretation. Past enforcement of this provision may have been sporadic as a result of
necessarily being complaint-driven, but enforcement that has occurred has been consistent with
that broad interpretation.
Page 1 of 2 CITY OF
ASHLAND
An additional change in language in AMC 14.04.060C is intended to clarify that all of the
requirements in subsections B.3 and C.1-4 must be met before Council can approve use of water
on premises outside the City, except in the case of connections authorized by the Council for City
or other governmental facilities or those authorized prior to June 18, 1997.
Lastly, the proposed amendment modifies existing AMC 14.04.060E to make clear that violation
of Chapter 14.04 could result in restriction or termination of service, in addition to a fine of up to
$325 per day for individual and $500 per day for a business entity. The current provision makes
$500 per day the maximum penalty for violation.
After passing a version of the proposed ordinance on First Reading at its November 15, 2016
meeting, Council decided to table the proposed Second Reading until it could explore the issues
involved at a study session. At its March 6. 2017, Study Session, the Council gathered additional
information and directed staff to clarify the proposed ordinance with respect to the Council's
discretion, and bring a new version to Council at a future meeting.
Attachments:
Proposed Ordinance
Page 2 of 2 CITY OF
ASHLAND
ORDINANCE NO.
AN ORDINANCE AMENDING AMC 14.04.060
WATER CONNECTIONS OUTSIDE THE CITY LIMITS
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, water provided through the city water system is a precious, limited resource;
WHEREAS, transporting and treating water delivered through the city water system are services
provided for the benefit of premises within the City of Ashland;
WHEREAS, the current Chapter 14.04.060 of the Ashland Municipal Code evidently is
intended to preclude the use of water from the city water system on premises located outside the
City of Ashland except under clearly specified conditions; and
WHEREAS, the addition of clarifying language in Chapter 14.04.060 to set forth more
explicitly the limitation on using water from the city water system on premises located outside
the city would be beneficial for purposes of public understanding and enforcement.
THE PEOPLE OF THE CITY OF ASHLAND DO ORDAIN AS FOLLOWS:
SECTION 1. Ashland Municipal Code 14.04.060 Water Connections Outside City the Limits is
amended to read as follows:
14.04.060 Water Connections Outside "the City Limits
A. Except as provided herein, lino premises located outside the City of Ashland may be
connected to the city water system exeept as provided herein or make use of water obtained
through a direct or indirect connection to the city water system.
B. Premises outside the city may be connected to the city water system only as follows:
Ordinance No. Page 1 of 3
1. Connections authorized by the council prior to June 18, 1997.
2. Connections authorized by the council for city or other governmental facilities.
3. Connections authorized by resolution of the council where the council finds:
i. The connection is determined, at the Council's direction, to be in the best interest
of the City of Ashland and to not be detrimental to the City's water facilities or
resources.
ii. The applicant secures, in writing, a statement from the Environmental Health
Division, Health Department, Jackson County, Oregon, that the existing water system
for the premises has failed.
iii. The failed water system cannot feasibly be repaired or improved and there is no
other feasible source of water for the premises.
iv. An Ashland water main or line exists within 100 feet of the premises.
v. The connection is to premises within the city's urban growth boundary.
C. Connections authorized under sub-section B.3. above shall be made only after all the
criteria in subsection B.3. and upon the following conditions have been met:
1. The applicant for water service pays the water connection fee for connections outside the
city and the systems development charges established by the City.
2. In the event dwellings or buildings connected to the water system are subsequently
replaced for any reason, then the replacement building or dwelling may continue to be
connected to the water system of the City as long as the use of the water system will not be
increased as determined by the Director of Public Works.
3. The applicant furnish to the City a consent to the annexation of the premises and a deed
restriction preventing the partitioning or subdivision of the land prior to annexation to the
City, signed by the owners of record and notarized so that it may be recorded by the City
and binding on future owners of the premises. The cost of recording the deed restriction
shall be paid by the property owner.
4. The property owner shall execute a contract with the City of Ashland which provides
for: payment of all charges connected with the provision of water service to the property;
compliance with all ordinances of the city related to water service and use; termination of
service for failure to comply with such ordinances and that failure to pay for charges when
due shall automatically become a lien upon the property. A memorandum of the contract
shall be recorded in the county deed records with the cost of recording to be paid by the
property owner.
D. The requirements of this Section are in addition to, and not in lieu of, land use approvals and
authorizations necessary for extra-territorial extension of water service required by Oregon law.
E. Aviolation of an " - . . E)n of this ehapter- shall be punishable as a Class 1 Violation as
set forth in AMC 1.08. 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, in addition to
other lel4al and equitable remedies available to the City of Ashland, includinlZ restriction or
termination of service.
Ordinance No. Page 2 of 3
SECTION 2. 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 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 3. Severability. The sections, subsections, paragraphs and clauses of this ordinance
are severable. The invalidity of one section, subsection, paragraph, or clause shall not affect the
validity of the remaining sections, subsections, paragraphs and clauses.
SECTION 4. 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 2-4] 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 , 2017,
and duly PASSED and ADOPTED this day of , 2017.
Barbara M. Christensen, City Recorder
SIGNED and APPROVED this day of , 2017.
John Stromberg, Mayor
Reviewed as to form:
David H. Lohman, City Attorney
Ordinance No. Page 3 of 3